Financial Adviser
· BALWYN, VIC
Prashneel Karan
No disciplinary history on record with ASIC
BALWYN,
VIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000460954
About Prashneel Karan
Prashneel Karan is a financial adviser based in Balwyn, Victoria, with 12 years of experience in the financial services industry since 2014. Prashneel is currently authorised under Count Financial Limited, operating through Count Financial. Prashneel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Prashneel's qualifications include a 5 Unit CFP Certification Program from Financial Advice Association Australia (FAAA). Prashneel is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Bachelor of Commerce (Accounting)
Monash University
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
RG146 Tier 1 Specialist Margin Lending Course
International Institute of Technology
2021
5 Unit CFP Certification Program
Financial Advice Association Australia (FAAA)
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education