Karen Lee Walmsley
Financial Adviser in Miranda, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328955
- Location
- Miranda NSW 2228
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 March 2016
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Accounting), University of Western Sydney (1996); Diploma of Financial Services (Financial Planning), Financial Services Training & Assessment (2008); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Margin Lending Program (Margin Lending and Geared Investments & 928S Margin Lending), Kaplan Professional (2013); Taxation and Estate Planning Course, Kaplan Professional (2013); Accredited Aged Care Professional Program, Aged Care Steps (2015); Fellow Chartered Financial Professional (FChFP) Program, Association of Financial Advisers (AFA) (2016); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); National Tax & Accountants Association Ltd (NTAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen Lee Walmsley
On the Financial Advisers Register kept by ASIC, Karen Lee Walmsley appears as a current financial adviser in Miranda, New South Wales, adviser number 000328955.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 1 March 2016.
According to the register, Karen first provided financial advice in 2008. The qualifications listed for Karen include Bachelor of Commerce (Accounting) (University of Western Sydney, 1996), Diploma of Financial Services (Financial Planning) (Financial Services Training & Assessment, 2008) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and National Tax & Accountants Association Ltd (NTAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Lee Walmsley a registered financial adviser?
Yes. Karen Lee Walmsley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328955.
Which licensee does Karen Lee Walmsley work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Karen Lee Walmsley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.