Financial Adviser
· THORNLEIGH, NSW
Kharen Patricia Kaleda
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231503
Kharen Patricia Kaleda is a financial adviser based in Thornleigh, New South Wales, with 29 years of experience in the financial services industry. Kharen is currently authorised under Count Financial Limited. Kharen 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 from University of Wollongong. Kharen is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
1992
Bachelor of Commerce
University of Wollongong
2010
Margin Lending & Geared Investments
Kaplan Professional