Financial Adviser · MELBOURNE, VIC

Boyd Carter

MELBOURNE, VIC

37 Years experience

ASIC Registered · ADV 001255981

Licensee

Shaw And Partners Limited

Sydney, NSW (licence address on ASIC register)

View licensee

About Boyd Carter

Boyd Carter is a financial adviser based in Melbourne, Victoria, with 37 years of experience in the financial services industry since 1989. Boyd works at Shaw And Partners, which is licensed through Shaw And Partners Limited. Boyd holds authorisations to advise on superannuation, managed investments, securities and deposit products. Boyd's qualifications include a Diploma of Financial Planning from Kaplan Professional Education. Boyd is a member of FINSIA.

Authorised to Advise On

Superannuation Managed Investments Securities Deposit Products Government Bonds

Restrictions: For MDA services: this is restricted to wholesale clients or clients making a wholesale investment only. For Superannuation: this is restricted to investment advice only.

Qualifications and Training

2014

Insurance and Risk Protection

Kaplan Higher Education Pty Ltd

2014

Securitites and Manged Investments

Kaplan Higher Education Pty Ltd

2015

Diploma of Financial Planning

Kaplan Professional Education

Registration History

Shaw And Partners Limited

Jul 2017 - Present Current

For MDA services: this is restricted to wholesale clients or clients making a wholesale investment only. For Superannuation: this is restricted to investment advice only.

MacQuarie Equities Limited

Nov 2014 - Jun 2017 Ceased

Commonwealth Bank Of Australia

Nov 2009 - Jun 2014 Ceased

Source: ASIC Financial Advisers Register