Financial Adviser
· DOCKLANDS, VIC
Karen Sewell
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002447
Karen Sewell is a financial adviser based in Docklands, Victoria, with 19 years of experience in the financial services industry. Karen is currently authorised under Mercer Financial Advice (Australia) 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor of Commerce (Accounting)
University of Western Sydney
2007
Diploma of Financial Planning
ThreeSixty
2011
Graduate Diploma of Financial Planning
Kaplan Professional
2016
Certified Financial Planner
Financial Planning Association of Australia
2023
FPC002B
Bridging Course - Ethics - Kaplan
Registration History
Not Authorised for Self-Managed Superannuation Funds or Standard Margin Lending facility.
AAN WEALTH MANAGEMENT PTY LTD
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register