Financial Adviser
· PARKSIDE, SA
Patsy-ann Karapas
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000427521
Patsy-ann Karapas is a financial adviser based in Parkside, South Australia, with 16 years of experience in the financial services industry. Patsy-ann is currently authorised under Midsec Licencing Pty Ltd. Patsy-ann 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 Graduate Diploma of Financial Planning from Kaplan Professional. Patsy-ann is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1999
Diploma of Financial Planning
Deakin University/ Financial Planning Association
2010
Margin Lending & Geared Investments
Kaplan Professional Education
2012
Professional Certificate in Self Managed Superannuation Funds
Adelaide University
2020
SMSF Specialist Advisor
SMSF Association
2021
Graduate Diploma of Financial Planning
Kaplan Professional