Karen Sowle – Financial Adviser

Adviser identifying number: 1005597
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: AUSTRALIAN CENTRAL CREDIT UNION LTD
Licence number: 244310
Licensee’s ABN: 11087651125
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN CENTRAL CREDIT UNION LTD
Authorised Representative identifying number: 244310
Authorised Representative’s ABN: 11087651125

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:

  • Associate Diploma in Business – SAIT
  • Bachelor of Business – University of South Australia
  • CFP – Financial Planning Association
  • Graduate Diploma in Financial Planning – FINSIA
  • Margin Lending Accreditation Program – Financial Essentials Pty Ltd

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Karen Sowle is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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