Carl Tennant

Mast Wealth Pty Ltd

Gold
19 Yrs Experience
Taren Point, NSW 2229

Recent reviews

Mast Wealth Pty Ltd

Suite 6, 1 Box Road
Taren Point, NSW 2229

Opening hours

  • 8:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Carl is a highly skilled Financial Adviser whom I've known for many years. Would not hesitate to recommend Carl to anyone seeking advice.10/10."

  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl Tennant has been extremely helpful with advice on our super portfolio. I will definitely recommend Carl and Mast Wealth to family and friends."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl provided advice filling to our needs and requirements. We have no hesitation in continuing to use Carl and his team for all our financial needs."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Carl is the best."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Carl demonstrates a great knowledge of all available strategies for us in assisting us with our finances."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very efficient and friendly"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I had our super all over the place and did not have nearly the right level or type of insurance. Carl was able to explain things clearly and sort out all our financials and move our super into the one product which helped reduce fees and now we have the right level of insurance cover in place which gave us peace of mind, highly recommended!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1999

Diploma of Business (Banking and Finance)

Level
5 - Diploma
Institution
TAFE Higher Education NSW
Completed
1999

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Planning Association of Australia (FPA)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Financial Essentials
Completed
2011

Diploma of Management

Level
5 - Diploma
Institution
University of Technology Sydney (UTS)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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