Karen Sheldon
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006451
- Location
- Melbourne VIC 3000
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 18 December 2014
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) Pty Limited (2004); Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) Pty Limited (2004); Self Managed Super Funds, Integratec (Aust) Pty Limited (2004); Fellow Chartered Financial Practitioner (FChFP), Financial Advice Association Australia (FAAA) (2018); Fellow Chartered Financial Practitioner Program, Financial Advice Association Australia (FAAA) (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2022); TASACL Commercial Law, Kaplan Professional (2025); TFA Tax for Financial Advising, Kaplan Professional (2025); Accredited Aged Care Professional, Aged Care Steps (2026); FAAA Aged Care Specialist, Financial Advice Association Australia (FAAA) (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Restriction
- One off licensee approval is required for products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Karen Sheldon
On the Financial Advisers Register kept by ASIC, Karen Sheldon appears as a current financial adviser in Melbourne, Victoria, adviser number 001006451.
Karen provides advice as an authorised representative of PSK Advisory Services Pty Ltd, which holds Australian financial services licence 234656. The current authorisation started on 18 December 2014.
The register records 2004 as the year Karen first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust) Pty Limited, 2004), Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust) Pty Limited, 2004) and Self Managed Super Funds (Integratec (Aust) Pty Limited, 2004). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Karen is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Karen Sheldon a registered financial adviser?
Yes. Karen Sheldon is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006451.
Which licensee does Karen Sheldon work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Karen Sheldon 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. It also records this restriction: "One off licensee approval is required for products which are either not on the approved product list or Derivatives."