Financial Adviser · MELBOURNE, VIC

Karen Anne Mcevey

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001266255

Currently at

Jensen Financial Planning

Melbourne, VIC (firm address)

View firm profile

Karen Anne Mcevey is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Karen is currently authorised under Jfp Advisory, operating through Jensen Financial Planning. Karen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Karen's qualifications include a Bachelor of Business (Accounting) from Ballarat University College. Karen is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products

Restrictions: Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products inlcuding (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation.

Authorised to provide tax financial advice services

Qualifications and Training

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

Ethics - Kaplan

2020

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan

Registration History

Jfp Advisory Pty Ltd

Oct 2019 - Present Current

Authorised Representative is restricted to providing financial product advice and dealing only in relation to Deposit and Payment Products, Life Products inlcuding (a) investment life insurance products and (b) life risk insurance products, Interests in Managed Investment Schemes (including IDPS), Securities, Retirement Savings Accounts (RSA) products, and Superannuation.

AON HEWITT FINANCIAL ADVICE LIMITED

Jul 2018 - Oct 2019 Ceased

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.

Source: ASIC Financial Advisers Register