Kara Treeby
Financial Adviser in Hawthorn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000405847
- Location
- Hawthorn VIC 3122
- Licensee
- SWM (Aust) Pty Ltd (AFSL 515107)
- Authorised since
- 5 July 2019
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), FINSIA (2008); Bachelor of Business (Financial Planning), RMIT University (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2012); Certified Financial Planner, Financial Planning Association of Australia (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kara Treeby
Kara Treeby is a financial adviser in Hawthorn, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000405847.
Advice is given under the Australian financial services licence of SWM (Aust) Pty Ltd, licence number 515107. The current authorisation started on 5 July 2019.
According to the register, Kara first provided financial advice in 2011. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (FINSIA, 2008), Bachelor of Business (Financial Planning) (RMIT University, 2012) and Self Managed Superannuation Funds (Kaplan Professional Education, 2012). Kara is recorded as a member of Financial Advice Association of Australia (FAAA).
Kara is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kara Treeby a registered financial adviser?
Yes. Kara Treeby is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000405847.
Which licensee does Kara Treeby work under?
SWM (Aust) Pty Ltd, Australian financial services licence 515107.
What can Kara Treeby give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.