Carol McRae-Pitt
Financial Adviser in Osborne Park, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000426862
- Location
- Osborne Park WA 6017
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 3 July 2023
- First provided advice
- 2001
- Qualifications
- Bachelor of Business (Finance), Edith Cowan University (1992); Diploma of Financial Planning (8 units), FPA Australia (Deakin University) (2001); Self Managed Superannuation Funds Program, Kaplan Professional (2015); Tax for Financial Advising Course (TFAv1), Kaplan Professional (2023)
- Memberships
- Certified Financial Planner (CFP) of Financial Advice Assoication Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Carol McRae-Pitt
Carol McRae-Pitt is a financial adviser in Osborne Park, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000426862.
Carol provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 3 July 2023.
The register records 2001 as the year Carol first provided financial advice. Qualifications and training on file include Bachelor of Business (Finance) (Edith Cowan University, 1992), Diploma of Financial Planning (8 units) (FPA Australia (Deakin University), 2001) and Self Managed Superannuation Funds Program (Kaplan Professional, 2015). Carol is recorded as a member of Certified Financial Planner (CFP) of Financial Advice Assoication Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Carol McRae-Pitt a registered financial adviser?
Yes. Carol McRae-Pitt is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000426862.
Which licensee does Carol McRae-Pitt work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Carol McRae-Pitt give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.