Carl Tennant
Financial Adviser
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About
Carl Tennant is an ASIC-registered financial adviser dedicated to helping clients in Taren Point, NSW, and beyond achieve their financial goals. With a career built on a foundation of comprehensive education and ongoing professional development, Carl holds a Diploma of Financial Services (Financial Planning) from MLC ThreeSixty, an Advanced Diploma from FPA Australia, and a Graduate Diploma of Financial Planning from Kaplan Higher Education. He further enhanced his expertise through the Certified Financial Planner (CFP) Education Program and specialist accreditations in margin lending, SMSF advice, and listed products. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Carl adheres to the highest ethical and professional standards. He is authorized to provide advice on a broad range of financial products, ensuring tailored strategies to meet each client's unique needs. This includes superannuation, insurance, wealth management, retirement planning, and various investment options. Carl offers expert guidance in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice covering securities and derivatives Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance and superannuation, Carl Tennant is here to help. Contact us today to schedule a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Carl Tennant offer?
Carl Tennant provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, securities, and derivatives. He can help you with everything from setting up a retirement savings plan to managing your investment portfolio.
What are Carl Tennant's qualifications and professional memberships?
Carl holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning and is a Certified Financial Planner. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What can I expect during my first consultation with Carl Tennant?
During your initial consultation, Carl will take the time to understand your financial situation, goals, and risk tolerance. He will then provide you with a clear explanation of the services he offers and how he can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.
How does Carl Tennant stay up-to-date with the latest financial regulations and market trends?
Carl is committed to ongoing professional development and regularly attends industry conferences, seminars, and workshops. He also subscribes to leading financial publications and utilizes sophisticated research tools to ensure he is always providing his clients with the most current and relevant advice.
Can Carl Tennant help me with self-managed super funds (SMSFs)?
Yes, Carl has specialist accreditation in SMSF advice and can assist you with all aspects of setting up and managing your own self-managed super fund, ensuring it complies with all relevant regulations.
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