Financial Adviser
· SPRINGFIELD CENTRAL, QLD
Karen Mctier
No disciplinary history on record with ASIC
SPRINGFIELD CENTRAL,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250235
About Karen Mctier
Karen Mctier is a financial adviser based in Springfield Central, Queensland, with 27 years of experience in the financial services industry since 1999. Karen is currently authorised under Morgans Financial Limited, operating through Morgans Financial. 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 Certified Financial Planner from FPA.
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
1997
Bachelor of Business (Accounting)
Central Queensland University
2000
Diploma of Financial Planning
Deakin University & FPA
2002
Certified Financial Planner
FPA
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional