Peter Karlson Financial Planner Report

Name:
Peter Karlson

Rep Number:
000232091

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2003-07-01 onwards

Location:
Balwyn, , VIC, 0

Licensee
Name:

Number:
000227232

ABN:
19 001 974 625

Controlled By:

Appointed By
Name:
Count Financial Limited

Licence Number:
000227232

ABN:
19 001 974 625

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Swinburne University of Technology
Bachelor of Business
Financial Planning Association (FPA)
Diploma of Financial Planning

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
SMSF Association - SMSF Specialist Advisor (SSA)