Patsy-ann Karapas – Financial Adviser

Adviser identifying number: 427521
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: LONSDALE FINANCIAL GROUP LIMITED
Licence number: 246934
Licensee’s ABN: 76006637225
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 05/09/2012
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MIDDLETONS SECURITIES PTY LTD
Authorised Representative identifying number: 419403
Authorised Representative’s ABN: 40149807474

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:

• Diploma of Financial Planning – Deakin University/ Financial Planning Association
• Margin Lending & Geared Investments – Kaplan Professional Education
• Professional Certificate in Self Managed Superannuation Funds – Adelaide University

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

Patsy-ann Karapas is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit 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