KAREN MCTIER

Financial Adviser · Rockhampton, QLD

Registered

Registration Number

000250235

Registration Status

Registered

Location

Rockhampton, QLD 4700

Providing Advice Since

1999

Registration Date

26/07/2010

Financial Services Licensee

MORGANS FINANCIAL LIMITED

Licence #000235410

📚 Qualifications & Training

1997 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Central Queensland University
2000 - Diploma of Financial Planning - Diploma (AQF 5) - Deakin University & FPA
2002 - Certified Financial Planner - - FPA
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

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.