Prashneel Karan
Financial Adviser in Balwyn, Victoria, Australia
Review Prashneel Karan
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000460954
- Location
- Balwyn VIC 3103
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 14 September 2018
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce (Accounting), Monash University (2009); Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); RG146 Tier 1 Specialist Margin Lending Course, International Institute of Technology (2014); 5 Unit CFP Certification Program, Financial Advice Association Australia (FAAA) (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2025)
- Memberships
- Financial Advice Association of 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Prashneel Karan
Prashneel Karan is a financial adviser in Balwyn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000460954.
The licensee Prashneel advises under is Count Financial Limited (AFS licence 227232). That authorisation dates from 14 September 2018.
The register records 2014 as the year Prashneel first provided financial advice. The qualifications listed for Prashneel include Bachelor of Commerce (Accounting) (Monash University, 2009), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and RG146 Tier 1 Specialist Margin Lending Course (International Institute of Technology, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Prashneel Karan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Prashneel Karan a registered financial adviser?
Yes. Prashneel Karan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000460954.
Which licensee does Prashneel Karan work under?
Count Financial Limited, Australian financial services licence 227232.
What can Prashneel Karan 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.