Karen McTier
Financial Adviser in Springfield Central, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250235
- Location
- Springfield Central QLD 4300
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 26 July 2010
- First provided advice
- 1999
- Qualifications
- Bachelor of Business (Accounting), Central Queensland University (1997); Diploma of Financial Planning, Deakin University & FPA (2000); Certified Financial Planner, FPA (2002); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen McTier
Karen McTier is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Springfield Central, Queensland (adviser number 000250235).
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. That authorisation dates from 26 July 2010.
The register records 1999 as the year Karen first provided financial advice. The qualifications listed for Karen include Bachelor of Business (Accounting) (Central Queensland University, 1997), Diploma of Financial Planning (Deakin University & FPA, 2000) and Certified Financial Planner (FPA, 2002).
The authorisation covers advice 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 McTier a registered financial adviser?
Yes. Karen McTier is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250235.
Which licensee does Karen McTier work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Karen McTier 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; standard margin lending; managed discretionary account services.