Financial Adviser
· MACKAY, QLD
Karen Maree Quagliata
No disciplinary history on record with ASIC
MACKAY,
QLD
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001244479
Karen Maree Quagliata is a financial adviser based in Mackay, Queensland, with 10 years of experience in the financial services industry since 2016. Karen is currently authorised under Advice Assist Australia. Karen holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Karen's qualifications include a Bachelor of Commerce from The University of Southern Queensland. Karen is a member of CPA Australia (CPA), National Tax and Accountants' Association and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce
The University of Southern Queensland
2003
Bachelor of Commerce
University of Southern Queensland
2004
CPA Program
CPA Australia Ltd
2004
Certified Practicing Accountant
CPA Australia
2012
Diploma of Financial Services (Financial Planning)
IIT
2012
Securities
Kaplan
2013
Self Managed Super Fund Course
Kaplan
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register