Karen Caldwell

Name
Karen Caldwell
ID
287786
ABN
First Provided Advice
1999

Qualifications

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

Memberships

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

Licencee

Status
Ceased
Licence Holder
A W Financial Pty Ltd (#231241)
Commenced
April 29, 2005
Ceased
June 10, 2005
Status
Ceased
Licence Holder
Acn 128 650 037 Pty Limited (#323825)
Commenced
Oct. 18, 2018
Ceased
Feb. 22, 2019
Status
Ceased
Licence Holder
Capstone Financial Planning Pty Ltd (#223135)
Commenced
Aug. 17, 2015
Ceased
Oct. 15, 2018
Status
Ceased
Licence Holder
Review Group Pty Ltd (#397424)
Commenced
Jan. 7, 2012
Ceased
March 4, 2013
Status
Ceased
Licence Holder
Sentry Financial Planning Pty Ltd (#247105)
Commenced
April 15, 2011
Ceased
Jan. 11, 2012
Status
Ceased
Licence Holder
Suncorp Financial Services Pty Ltd (#229885)
Commenced
May 31, 2013
Ceased
Aug. 14, 2015