KAREN ELIZABETH MCLEOD
Financial Adviser · Red Hill, QLD
📚 Qualifications & Training
2000 - Bachelor of Business (International Business) - Bachelor Degree (AQF 7) - Queensland University of Technology
2002 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University
2003 - Certified Financial Planner - Professional Designations - Financial Planning Association
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Responsible Investment Association Australasia
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.