Financial Adviser
· MIRANDA, NSW
Karen Lee Walmsley
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328955
Karen Lee Walmsley is a financial adviser based in Miranda, New South Wales, with 18 years of experience in the financial services industry. Karen is currently authorised under Alliance Wealth 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 Commerce (Accounting) from University of Western Sydney. Karen is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and National Tax & Accountants Association Ltd (NTAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce (Accounting)
University of Western Sydney
2008
Diploma of Financial Services (Financial Planning)
Financial Services Training & Assessment
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2013
Margin Lending Program (Margin Lending and Geared Investments & 928S Margin Lending)
Kaplan Professional
2013
Taxation and Estate Planning Course
Kaplan Professional
2015
Accredited Aged Care Professional Program
Aged Care Steps
2016
Fellow Chartered Financial Professional (FChFP) Program
Association of Financial Advisers (AFA)
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education