Karen Lee Walmsley – Financial Adviser

Adviser identifying number: 328955
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: ALLIANCE WEALTH PTY LTD
Licence number: 449221
Licensee’s ABN: 93161647007
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 01/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: POWE FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 315124
Authorised Representative’s ABN: 35125984536

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:

• Bachelor of Commerce (Accounting) – University of Western Sydney
• Certified Practising Accountant – CPA Australia
• Diploma of Financial Services (Financial Planning) – Financial Services Training & Assessment Pty Ltd
• Registered Tax Agent – Tax Practitioners Board
• Taxation & Estate Planning – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

• Association of Financial Advisers (AFA)
• CPA Australia (CPA)
• National Tax & Accountants Association Ltd (NTAA)

Karen Lee Walmsley is authorised to provide advices on following products:

• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility