PETER KARLSON
Financial Adviser · Canterbury, VIC
📚 Qualifications & Training
1988 - Bachelor of Business - - Swinburne University of Technology
1998 - Diploma of Financial Planning - - Financial Planning Association (FPA)
2010 - Margin Lending & Geared Investments - - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association - SMSF Specialist Advisor (SSA)
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.