Financial Adviser · ADELAIDE, SA

Karen Sowle

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001005597

Karen Sowle is a financial adviser based in Adelaide, South Australia, with 18 years of experience in the financial services industry. Karen is currently authorised under Fiducian Financial Services Pty Ltd. 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 CFP from Financial Planning Association. 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 Margin Lending

Restrictions: This adviser is not authorised to provide advice on self-managed super funds.

Authorised to provide tax financial advice services

Qualifications and Training

1985

Associate Diploma in Business

SAIT

1991

Bachelor of Business

University of South Australia

2008

Graduate Diploma in Financial Planning

FINSIA

2013

CFP

Financial Planning Association

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Feb 2022 - Present Current

This adviser is not authorised to provide advice on self-managed super funds.

Heritage And People's Choice Limited

Jul 2008 - Jan 2022 Ceased

Source: ASIC Financial Advisers Register