Patsy-Ann Karapas
Financial Adviser in Parkside, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000427521
- Location
- Parkside SA 5063
- Licensee
- Midsec Licencing Pty Ltd (AFSL 524124)
- Authorised since
- 1 December 2020
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Planning, Deakin University/ Financial Planning Association (1999); Margin Lending & Geared Investments, Kaplan Professional Education (2010); Professional Certificate in Self Managed Superannuation Funds, Adelaide University (2012); SMSF Specialist Advisor, SMSF Association (2020); Graduate Diploma of Financial Planning, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Patsy-Ann Karapas
On the Financial Advisers Register kept by ASIC, Patsy-Ann Karapas appears as a current financial adviser in Parkside, South Australia, adviser number 000427521.
The licensee Patsy-Ann advises under is Midsec Licencing Pty Ltd (AFS licence 524124). That authorisation dates from 1 December 2020.
The register records 2010 as the year Patsy-Ann first provided financial advice. The qualifications listed for Patsy-Ann include Diploma of Financial Planning (Deakin University/ Financial Planning Association, 1999), Margin Lending & Geared Investments (Kaplan Professional Education, 2010) and Professional Certificate in Self Managed Superannuation Funds (Adelaide University, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Patsy-Ann is authorised to advise 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 Patsy-Ann Karapas a registered financial adviser?
Yes. Patsy-Ann Karapas is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000427521.
Which licensee does Patsy-Ann Karapas work under?
Midsec Licencing Pty Ltd, Australian financial services licence 524124.
What can Patsy-Ann Karapas 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; retirement savings accounts; standard margin lending.