Financial Adviser · LONG JETTY, NSW

Karyn Downie

20 Years experience

Tax advice
authorised

Currently at

Long Jetty, NSW

View firm profile

ASIC Registered · ADV 000302492

Karyn Downie is a financial adviser based in Long Jetty, New South Wales, with 20 years of experience in the financial services industry. Karyn is currently authorised under The Wealth Emporium Pty Ltd. Karyn 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 Graduate Diploma of Financial Planning from Kaplan Professional. Karyn is a member of Accredited Aged Care Professional, FChFP - Fellow Chartered Financial Practitioner and 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

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

AMP Limited

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2020

FPC007B Client Engagement Skills

Behavioural Finance - Kaplan Professional

2021

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

The Wealth Emporium Pty Ltd

Jul 2024 - Present Current

Akumin Financial Planning Pty Limited

Dec 2019 - Jun 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jun 2006 - Nov 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register