Financial Adviser
· SYDNEY, NSW
Karlson Tan
No disciplinary history on record with ASIC
SYDNEY,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001294690
About Karlson Tan
Karlson Tan is a financial adviser based in Sydney, New South Wales, with 4 years of experience in the financial services industry since 2022. Karlson is currently authorised under Pitcher Partners Sydney Private Wealth. Karlson holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Karlson's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business (majoring in Finance and Economics)
University of Technology, Sydney
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register