Financial Adviser · BALLINA, NSW

Holly Rose Carter

BALLINA, NSW

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001308349

Currently at

Carter Financial Services

Bundall, QLD (firm address)

View firm profile

Holly Rose Carter is a financial adviser based in Ballina, New South Wales, with 2 years of experience in the financial services industry since 2024. Holly is currently authorised under Alliance Wealth, operating through Carter Financial Services. Holly holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Holly holds a Bachelor of Business (Financial Planning (Extended)) from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2023

Bachelor of Business (Financial Planning (Extended))

Griffith University

Registration History

Alliance Wealth Pty Ltd

Mar 2024 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Source: ASIC Financial Advisers Register