CARL PATRICK TENNANT
Financial Adviser · Taren Point, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Sservices (Financial Planning) - Diploma (AQF 5) - MLC ThreeSixty (RTO)
2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - FPA Australia
2008 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2011 - Margin Lending Accreditation Program - Other - Financial Essentials
2011 - SMSF Adviser Education Program - Other - Financial Essentials
2014 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.