Financial Adviser · TAREN POINT, NSW

Carl Patrick Tennant

TAREN POINT, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000283626

Currently at

Maher Group Advice

Bundall, QLD (firm address)

View firm profile

Carl Patrick Tennant is a financial adviser based in Taren Point, New South Wales, with 23 years of experience in the financial services industry since 2003. Carl is currently authorised under Alliance Wealth, operating through Maher Group Advice. Carl holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Carl's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Carl is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Sservices (Financial Planning)

MLC ThreeSixty (RTO)

2005

Advanced Diploma of Financial Services (Financial Planning)

FPA Australia

2008

Certified Financial Planner (CFP) Education Program

FPA Australia

2011

Margin Lending Accreditation Program

Financial Essentials

2011

SMSF Adviser Education Program

Financial Essentials

2014

Accredited Listed Product Adviser Program

Kaplan Professional

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

May 2021 - Present Current

FINANCIAL SERVICES PARTNERS PTY LIMITED

Sep 2014 - May 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only.

ACN 128 650 037 PTY LIMITED

Feb 2011 - Aug 2014 Ceased

Ri Advice Group Pty Ltd

Oct 2006 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register