KAREN LEE WALMSLEY
Financial Adviser · Miranda, NSW
📚 Qualifications & Training
1996 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Western Sydney
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment
2011 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2013 - Margin Lending Program (Margin Lending and Geared Investments & 928S Margin Lending) - Other - Kaplan Professional
2013 - Taxation and Estate Planning Course - Other - Kaplan Professional
2015 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2016 - Fellow Chartered Financial Professional (FChFP) Program - Professional Designations - Association of Financial Advisers (AFA)
2019 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
National Tax & Accountants Association Ltd (NTAA)
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.