Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Karen Anne Eley

20 Years experience
Tax advice
authorised
Currently at
Nobleoak Services Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000276754

Karen Anne Eley is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Karen is currently authorised under Nobleoak Services Limited. 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 Certified Financial Planner from Financial Planning Association (FPA). 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

Restrictions: 1) The Authorised Representative is not authorised to provide the following services:a) provide Financial Product Advice to clients in respect of any Financial Product not listed;b) deal in any financial product;c) provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Accounting
University of South Australia
2002
Diploma of Financial Planning
Financial Planning Association (FPA)
2004
Certified Financial Planner
Financial Planning Association (FPA)

Registration History

Nobleoak Services Limited
Feb 2026 - Present Current
1) The Authorised Representative is not authorised to provide the following services:a) provide Financial Product Advice to clients in respect of any Financial Product not listed;b) deal in any financial product;c) provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.
Nobleoak Services Limited
Dec 2023 - Jul 2025 Ceased
Fiduciary Financial Services Pty Ltd
Jan 2022 - Nov 2023 Ceased
Provide General Advice Only on All Product Types
Synchron Advice Pty Ltd
Nov 2019 - Nov 2021 Ceased
Kaizen Wealth Pty Ltd
Dec 2015 - Nov 2019 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
May 2004 - Dec 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register