Tanya Carlson Financial Planner Report

Name:
Tanya Clara Carlson

Rep Number:
000376214

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2015-03-27 onwards

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Gps Wealth Ltd

Licence Number:
000254544

ABN:
17 005 482 726

May advise on following product areas:
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
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma in Financial Planning
National Finance Institute
Certificate IV in Mortgage Broking
International Institute of Technology Training
Diploma in Financial Planning

Memberships
Financial Planning Association of Australia (FPA)