Peter Karlson
Financial Adviser in Canterbury, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000232091
- Location
- Canterbury VIC 3126
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 1 July 2003
- First provided advice
- 1998
- Qualifications
- Bachelor of Business, Swinburne University of Technology (1988); Diploma of Financial Planning, Financial Planning Association (FPA) (1998); Margin Lending & Geared Investments, Kaplan Professional (2010)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association - SMSF Specialist Advisor (SSA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Peter Karlson
On the Financial Advisers Register kept by ASIC, Peter Karlson appears as a current financial adviser in Canterbury, Victoria, adviser number 000232091.
Peter provides advice as an authorised representative of Count Financial Limited, which holds Australian financial services licence 227232. That authorisation dates from 1 July 2003.
According to the register, Peter first provided financial advice in 1998. The qualifications listed for Peter include Bachelor of Business (Swinburne University of Technology, 1988), Diploma of Financial Planning (Financial Planning Association (FPA), 1998) and Margin Lending & Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association – SMSF Specialist Advisor (SSA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Peter Karlson a registered financial adviser?
Yes. Peter Karlson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000232091.
Which licensee does Peter Karlson work under?
Count Financial Limited, Australian financial services licence 227232.
What can Peter Karlson 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; standard margin lending.