KAREN SEWELL

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001002447

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2007

Registration Date

10/11/2023

Financial Services Licensee

AAN WEALTH MANAGEMENT PTY LTD

Licence #000517548

๐Ÿ“š Qualifications & Training

1993 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Western Sydney
2007 - Diploma of Financial Planning - Diploma (AQF 5) - ThreeSixty
2011 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2016 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2023 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.