Financial Adviser
· IPSWICH, QLD
Karen Margaret Summerville
No disciplinary history on record with ASIC
IPSWICH,
QLD
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252387
Karen Margaret Summerville is a financial adviser based in Ipswich, Queensland, with 9 years of experience in the financial services industry since 2017. Karen is currently authorised under Alliance Wealth, operating through Red Diamond Wealth. Karen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Karen's qualifications include a Bachelor of Business from University of Southern Queensland. Karen is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business
University of Southern Queensland
1999
Certified Practising Accountant (CPA) Program
CPA Australia
2016
Diploma of Financial Planning
Mentor Education
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register