Peter Karlson
Financial Adviser
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About
Peter Karlson is an ASIC-registered financial adviser dedicated to helping individuals and families in Canterbury, VIC, achieve their financial goals. With a Bachelor of Business from Swinburne University of Technology (1988) and a Diploma of Financial Planning from the Financial Planning Association (1998), Peter possesses a strong foundation of knowledge and experience. Further enhancing his expertise, Peter completed studies in Margin Lending & Geared Investments with Kaplan Professional in 2010. Peter's commitment to professionalism is evident through his memberships with CPA Australia (CPA), the Financial Advice Association of Australia (FAAA), and the SMSF Association as an SMSF Specialist Advisor (SSA). This ensures he adheres to the highest ethical standards and maintains up-to-date knowledge of industry best practices. Authorised to provide advice on a comprehensive range of financial products, Peter can assist you with superannuation, insurance, wealth management, and retirement planning. He also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Peter today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Peter Karlson offer?
Peter Karlson provides advice on a range of areas including superannuation, retirement planning, wealth management, insurance (Investment Life and Life Risk), securities, and government debt securities.
What qualifications and memberships does Peter Karlson hold?
Peter Karlson holds a Bachelor of Business from Swinburne University of Technology, a Diploma of Financial Planning from the FPA, and has completed studies in Margin Lending & Geared Investments with Kaplan Professional. He is a member of CPA Australia, the Financial Advice Association of Australia, and the SMSF Association (as an SMSF Specialist Advisor).
How can Peter Karlson help me with my retirement planning?
Peter can develop a tailored retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He can advise on superannuation strategies, investment options, and income streams to help you achieve a comfortable and secure retirement.
What is Peter Karlson's approach to financial planning?
Peter takes a client-focused approach, taking the time to understand your unique circumstances and financial goals. He then develops a personalised strategy designed to help you achieve those objectives, providing ongoing support and guidance along the way.
How do I get started with Peter Karlson?
To get started, simply contact Peter to schedule an initial consultation. This will give you the opportunity to discuss your financial situation and learn more about how he can help you reach your goals.
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