Karen De La Pena Truman
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008604
- Location
- Sydney NSW 2000
- Licensee
- Insight Investment Partners Pty Ltd (AFSL 368175)
- Authorised since
- 2 July 2020
- First provided advice
- 2015
- Qualifications
- Bachelor of Business Analysis, University of Waikato (2013); Diploma of Financial Planning, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan Professional (2017); Certified Financial Planner, Financial Advice Association Australia. (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen De La Pena Truman
Karen De La Pena Truman is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001008604).
Advice is given under the Australian financial services licence of Insight Investment Partners Pty Ltd, licence number 368175. That authorisation dates from 2 July 2020.
According to the register, Karen first provided financial advice in 2015. The qualifications listed for Karen include Bachelor of Business Analysis (University of Waikato, 2013), Diploma of Financial Planning (Kaplan Professional, 2015) and Advanced Diploma of Financial Planning (Kaplan Professional, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Karen De La Pena Truman a registered financial adviser?
Yes. Karen De La Pena Truman is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008604.
Which licensee does Karen De La Pena Truman work under?
Insight Investment Partners Pty Ltd, Australian financial services licence 368175.
What can Karen De La Pena Truman 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.