KAREN ANNE MCEVEY
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1993 - Bachelor of Business (Accounting) - - Ballarat University College
2012 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide
2016 - Diploma of Financial Planning - - International Institute of Technology
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.