Carl Tennant
Mast Wealth Pty Ltd
Recent reviews
Mast Wealth Pty Ltd
Suite 6, 1 Box RoadTaren Point, NSW 2229
Opening hours
- 8:00am – 6:00pm Monday – Friday
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 2003
- Years of experience 19
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Expertise
My fees
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
Sort by
Michele, 46 - 55 years, Barangaroo, NSW
"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
Tracey, 56 - 65 years, Woronora, NSW
"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
Ben, 35 - 45 years, Caringbah, NSW
"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
Matthew, 46 - 55 years, Maroubra, NSW
"Carl is the best."
- Superannuation
- Insurance Protection
- Managing Debt
- Cashflow & Income
- Tax Strategies
Phil, 35 - 45 years, Sutherland, NSW
"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
John, 56 - 65 years
"Very efficient and friendly"
- Superannuation
- Retirement & Pension
- Self Managed SuperFunds
Andrew, 35 - 45 years, Miranda, NSW
"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
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
- Opinion
- Services
- Comment
- Questions
- Details
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