Karen Anne McEvey
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001266255
- Location
- Melbourne VIC 3000
- Licensee
- JFP Advisory Pty Ltd (AFSL 516652)
- Authorised since
- 9 October 2019
- First provided advice
- 2018
- Qualifications
- Bachelor of Business (Accounting), Ballarat University College (1993); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2012); Diploma of Financial Planning, International Institute of Technology (2016); Ethics and Professionalism in Financial Advice, Kaplan (2019); Economic and Legal Context for Financial Planning, Kaplan (2020)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products inlcuding (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation.
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen Anne McEvey
On the Financial Advisers Register kept by ASIC, Karen Anne McEvey appears as a current financial adviser in Melbourne, Victoria, adviser number 001266255.
Karen provides advice as an authorised representative of JFP Advisory Pty Ltd, which holds Australian financial services licence 516652. The current authorisation started on 9 October 2019.
According to the register, Karen first provided financial advice in 2018. Qualifications and training on file include Bachelor of Business (Accounting) (Ballarat University College, 1993), Cavendish & ICFS Specialist SMSF Course (The University of Adelaide, 2012) and Diploma of Financial Planning (International Institute of Technology, 2016). Karen is recorded as a member of CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products inlcuding (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation.”
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Questions people ask
Is Karen Anne McEvey a registered financial adviser?
Yes. Karen Anne McEvey is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001266255.
Which licensee does Karen Anne McEvey work under?
JFP Advisory Pty Ltd, Australian financial services licence 516652.
What can Karen Anne McEvey give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts. It also records this restriction: "Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products inlcuding (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation."