Karen Lee Walmsley – Financial Adviser

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

Name of the licence holder: GUARDIANFP LTD
Licence number: 237641
Licensee’s ABN: 40003677334
Licence controlled by: SUNCORP GROUP LIMITED

The date the Financial Adviser commenced the appointment: 19/08/2008
The date the Financial Adviser ceased the appointment: 29/02/2016
Name of the Authorised Representative: GUARDIANFP LTD
Authorised Representative identifying number: 000237641
Authorised Representative’s ABN: 40003677334

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: