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: