Karen Liane Ridge
Financial Adviser in Erina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245048
- Location
- Erina NSW 2250
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 14 July 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Economics (Accounting), Macquarie University (1998); Professional Year, Chartered Accountants Australia and New Zealand (2001); SMSF Specialist Advisor, Self Managed Super Fund Association (2011); Diploma of Financial Planning, International Institute of Technology (2016); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2024); Superannuation and Retirement Advice (FPC003), Kaplan Professional (2025)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen Liane Ridge
On the Financial Advisers Register kept by ASIC, Karen Liane Ridge appears as a current financial adviser in Erina, New South Wales, adviser number 001245048.
The licensee Karen advises under is Politis Investment Strategies Pty Ltd (AFS licence 253125). That authorisation dates from 14 July 2016.
The register records 2016 as the year Karen first provided financial advice. Qualifications and training on file include Bachelor of Economics (Accounting) (Macquarie University, 1998), Professional Year (Chartered Accountants Australia and New Zealand, 2001) and SMSF Specialist Advisor (Self Managed Super Fund Association, 2011). Karen is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Karen Liane Ridge a registered financial adviser?
Yes. Karen Liane Ridge is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245048.
Which licensee does Karen Liane Ridge work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Karen Liane Ridge give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."