Financial Adviser
· DEE WHY, NSW
Karen Lynette Crane
No disciplinary history on record with ASIC
DEE WHY,
NSW
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406153
About Karen Lynette Crane
Karen Lynette Crane is a financial adviser based in Dee Why, New South Wales, with 29 years of experience in the financial services industry since 1997. Karen works at Count Financial, which is licensed through Count Financial Limited. Karen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Karen's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia Ltd. Karen is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Estate Planning and Professional Responsibilities
Macquarie University
2000
Certified Financial Planner (CFP)
Financial Planning Association of Australia Ltd
2000
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
Self Managed Superannuation Funds
Kaplan Professional
2017
Accredited Aged Care Professional Program
Aged Care Steps
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education
2026
Accredited Listed Product Adviser (ALPA)
Kaplan Professional