Karen Anne Mcevey

Name: Karen Anne Mcevey
ID: 1266255
ABN: –
First Provided Advice: 2018
Restrictions: Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investement life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

1993 - Bachelor of Business (Accounting) - - Ballarat University College
2012 - Cavendish & ICFS Specialist SMSF Course - - The University of Adelaide
2016 - Diploma of Financial Planning - - International Institute of Technology
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan

Details of memberships of professional bodies or industry associations relevant to providing financial services