Karen Chim – Financial Adviser

Adviser identifying number: 1000167
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: MINETT & PARTNERS SERVICES PTY. LIMITED
Licence number: 449149
Licensee’s ABN: 31003937746
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/11/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MINETT & PARTNERS SERVICES PTY. LIMITED
Authorised Representative identifying number: 449149
Authorised Representative’s ABN: 31003937746

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Accountants SuperPackage – Kaplan
  • B Economics – University of Manchester
  • Certificate Public Practice – Chartered Accountants Australia and New Zealand
  • M Commerce – University Of New South Wales
  • SMSF Specialist Auditor – ASIC

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • Chartered Accountants Australia and New Zealand (CA)
  • HKICPA
  • Registered Company Auditor
  • Registered SMSF Specialist Auditor

Karen Chim is authorised to provide advices on following products:

  • Superannuation