Carl Patrick Tennant
Financial Adviser in Taren Point, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000283626
- Location
- Taren Point NSW 2229
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 5 May 2021
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Sservices (Financial Planning), MLC ThreeSixty (RTO) (2003); Advanced Diploma of Financial Services (Financial Planning), FPA Australia (2005); Certified Financial Planner (CFP) Education Program, FPA Australia (2008); Margin Lending Accreditation Program, Financial Essentials (2011); SMSF Adviser Education Program, Financial Essentials (2011); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Carl Patrick Tennant
Carl Patrick Tennant is a financial adviser in Taren Point, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000283626.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 5 May 2021.
According to the register, Carl first provided financial advice in 2003. Qualifications and training on file include Diploma of Financial Sservices (Financial Planning) (MLC ThreeSixty (RTO), 2003), Advanced Diploma of Financial Services (Financial Planning) (FPA Australia, 2005) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Carl Patrick Tennant a registered financial adviser?
Yes. Carl Patrick Tennant is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000283626.
Which licensee does Carl Patrick Tennant work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Carl Patrick Tennant give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.