TANYA CLARA CARLSON
Financial Adviser · Woolooware, NSW
📚 Qualifications & Training
2015 - Margin Lending - Other - Kaplan Professional
2015 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2018 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.