Karen Margaret Summerville
Financial Adviser in Ipswich, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001252387
- Location
- Ipswich QLD 4305
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 20 May 2026
- First provided advice
- 2017
- Qualifications
- Bachelor of Business, University of Southern Queensland (1994); Certified Practising Accountant (CPA) Program, CPA Australia (1999); Diploma of Financial Planning, Mentor Education (2016); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021); FPC007B Client Engagement Skills, Kaplan Higher Education Pty Limited (2025)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen Margaret Summerville
Karen Margaret Summerville is a financial adviser in Ipswich, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001252387.
The licensee Karen advises under is Alliance Wealth Pty Ltd (AFS licence 449221). That authorisation dates from 20 May 2026.
The register records 2017 as the year Karen first provided financial advice. The qualifications listed for Karen include Bachelor of Business (University of Southern Queensland, 1994), Certified Practising Accountant (CPA) Program (CPA Australia, 1999) and Diploma of Financial Planning (Mentor Education, 2016). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 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 Margaret Summerville a registered financial adviser?
Yes. Karen Margaret Summerville is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001252387.
Which licensee does Karen Margaret Summerville work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Karen Margaret Summerville 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.