Karen Walmsley

Financial Adviser

ASIC adviser number:

000328955

Qualifications and training:

1996, Bachelor of Commerce (Accounting), Bachelor Degree (AQF 7), University of Western Sydney
2008, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Financial Services Training & Assessment
2011, Margin Lending and Geared Investments Course, Other, Kaplan Professional
2013, Margin Lending Program (Margin Lending and Geared Investments & 928S Margin Lending), Other, Kaplan Professional
2013, Taxation and Estate Planning Course, Other, Kaplan Professional
2015, Accredited Aged Care Professional Program, Other, Aged Care Steps
2016, Fellow Chartered Financial Professional (FChFP) Program, Professional Designations, Association of Financial Advisers (AFA)
2019, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education

When adviser first provided advice:

2008

Membership of professional associations:

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
National Tax & Accountants Association Ltd (NTAA)

Disciplinary action by ASIC:

None

Location:

Suite 30, 19-21 Central Rd
Miranda NSW 2228

AFS licence holder name:

Alliance Wealth Pty Ltd

AFS licence number:

000449221

Licence controlled by:

Centrepoint Alliance Limited ~ Centrepoint Wealth Pty Ltd [Date Ceased: 21/02/2018]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».