Karen Elizabeth McLeod
Financial Adviser in Red Hill, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242000
- Location
- Red Hill QLD 4059
- Licensee
- Ethical Investment Advisers Pty Ltd (AFSL 276544)
- Authorised since
- 2 February 2009
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (International Business), Queensland University of Technology (2000); Diploma of Financial Planning, Deakin University (2002); Certified Financial Planner, Financial Planning Association (2003); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Responsible Investment Association Australasia
- 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 Karen Elizabeth McLeod
Karen Elizabeth McLeod is a financial adviser in Red Hill, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000242000.
The licensee Karen advises under is Ethical Investment Advisers Pty Ltd (AFS licence 276544). That authorisation dates from 2 February 2009.
According to the register, Karen first provided financial advice in 2003. Qualifications and training on file include Bachelor of Business (International Business) (Queensland University of Technology, 2000), Diploma of Financial Planning (Deakin University, 2002) and Certified Financial Planner (Financial Planning Association, 2003). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Responsible Investment Association Australasia.
Karen 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 Karen Elizabeth McLeod a registered financial adviser?
Yes. Karen Elizabeth McLeod is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242000.
Which licensee does Karen Elizabeth McLeod work under?
Ethical Investment Advisers Pty Ltd, Australian financial services licence 276544.
What can Karen Elizabeth McLeod 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.