KAREN SHELDON
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2004 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Limited
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning (Aust) Pty Limited
2004 - Self Managed Super Funds - Other - Integratec (Aust) Pty Limited
2018 - Fellow Chartered Financial Practitioner (FChFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2018 - Fellow Chartered Financial Practitioner Program - Other - Financial Advice Association Australia (FAAA)
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - TASACL Commercial Law - Other - Kaplan Professional
2025 - TFA Tax for Financial Advising - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.