Financial Adviser
· OSBORNE PARK, WA
Carol Mcrae-pitt
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000426862
Carol Mcrae-pitt is a financial adviser based in Osborne Park, Western Australia, with 25 years of experience in the financial services industry. Carol is currently authorised under Matrix Planning Solutions Limited. Carol 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 Bachelor of Business (Finance) from Edith Cowan University. Carol is a member of Certified Financial Planner (CFP) of Financial Advice Assoication Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1992
Bachelor of Business (Finance)
Edith Cowan University
2001
Diploma of Financial Planning (8 units)
FPA Australia (Deakin University)
2015
Self Managed Superannuation Funds Program
Kaplan Professional
2023
Tax for Financial Advising Course (TFAv1)
Kaplan Professional
Registration History
A.C.N. 133 593 012 PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register