KAREN LIANE RIDGE
Financial Adviser · Erina, NSW
📚 Qualifications & Training
1998 - Bachelor of Economics (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2001 - Professional Year - Professional Designations - Chartered Accountants Australia and New Zealand
2011 - SMSF Specialist Advisor - - Self Managed Super Fund Association
2016 - Diploma of Financial Planning - - International Institute of Technology
2024 - Ethics and Professionalism in Financial Advice (FPC002B) - Bridging Course - Ethics - Kaplan Professional
2025 - Superannuation and Retirement Advice (FPC003) - Other - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.