Financial Adviser · BELMONT, WA

Marcus Charles Carlson

10 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001240206

Marcus Charles Carlson is a financial adviser based in Belmont, Western Australia, with 10 years of experience in the financial services industry. Marcus is currently authorised under Ri Advice Group Pty Ltd. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Superannuation: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

FINSIA

2012

Advanced Diploma of Financial Planning (Financial Services)

Kaplan Professional Education

2017

Fellow Chartered Financial Practitioner (FChFP)

Association of Financial Advisers (AFA)

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd

May 2021 - Present Current

Superannuation: Not authorised to provide SMSF advice.

FINANCIAL SERVICES PARTNERS PTY LIMITED

Mar 2020 - May 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only; Superannuation: Not authorised to provide SMSF advice.

GWM ADVISER SERVICES PTY LTD

Mar 2016 - Mar 2020 Ceased

Source: ASIC Financial Advisers Register