Financial Adviser · ERINA, NSW

Karen Liane Ridge

10 Years experience

Tax advice
authorised

Currently at

Wickham, NSW

View firm profile

ASIC Registered · ADV 001245048

Karen Liane Ridge is a financial adviser based in Erina, New South Wales, with 10 years of experience in the financial services industry. Karen is currently authorised under Politis Investment Strategies Pty Ltd. Karen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Economics (Accounting) from Macquarie University. Karen is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1998

Bachelor of Economics (Accounting)

Macquarie University

2001

Professional Year

Chartered Accountants Australia and New Zealand

2011

SMSF Specialist Advisor

Self Managed Super Fund Association

2016

Diploma of Financial Planning

International Institute of Technology

2024

Ethics and Professionalism in Financial Advice (FPC002B)

Ethics - Kaplan Professional

2025

Superannuation and Retirement Advice (FPC003)

Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Jul 2016 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Source: ASIC Financial Advisers Register