Marcus Charles Carlson
Financial Adviser in Belmont, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001240206
- Location
- Belmont WA 6104
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 13 May 2021
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Services (Financial Planning), FINSIA (2007); Advanced Diploma of Financial Planning (Financial Services), Kaplan Professional Education (2012); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Superannuation: Not authorised to provide SMSF advice.
- Tax (financial) advice
- Yes
- Register status
- Current
About Marcus Charles Carlson
Marcus Charles Carlson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Belmont, Western Australia (adviser number 001240206).
Advice is given under the Australian financial services licence of Ri Advice Group Pty Ltd, licence number 238429. That authorisation dates from 13 May 2021.
According to the register, Marcus first provided financial advice in 2016. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (FINSIA, 2007), Advanced Diploma of Financial Planning (Financial Services) (Kaplan Professional Education, 2012) and Fellow Chartered Financial Practitioner (FChFP) (Association of Financial Advisers (AFA), 2017).
Marcus is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation: Not authorised to provide SMSF advice.”
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Questions people ask
Is Marcus Charles Carlson a registered financial adviser?
Yes. Marcus Charles Carlson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001240206.
Which licensee does Marcus Charles Carlson work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can Marcus Charles Carlson give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Superannuation: Not authorised to provide SMSF advice."