Tanya Clara Carlson
Financial Adviser in Woolooware, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000376214
- Location
- Woolooware NSW 2230
- Licensee
- GPS Wealth Ltd (AFSL 254544)
- Authorised since
- 27 March 2015
- First provided advice
- 2010
- Qualifications
- Margin Lending, Kaplan Professional (2015); Self-Managed Superannuation Funds, Kaplan Professional (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education (2018); Master of Financial Planning, Kaplan Higher Education (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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 Tanya Clara Carlson
On the Financial Advisers Register kept by ASIC, Tanya Clara Carlson appears as a current financial adviser in Woolooware, New South Wales, adviser number 000376214.
Advice is given under the Australian financial services licence of GPS Wealth Ltd, licence number 254544. That authorisation dates from 27 March 2015.
According to the register, Tanya first provided financial advice in 2010. The qualifications listed for Tanya include Margin Lending (Kaplan Professional, 2015), Self-Managed Superannuation Funds (Kaplan Professional, 2015) and Graduate Diploma of Financial Planning (Kaplan Higher Education, 2018). Tanya is recorded as a member of Financial Advice Association of Australia (FAAA).
Tanya is authorised to advise 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 Tanya Clara Carlson a registered financial adviser?
Yes. Tanya Clara Carlson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000376214.
Which licensee does Tanya Clara Carlson work under?
GPS Wealth Ltd, Australian financial services licence 254544.
What can Tanya Clara 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; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.