Karen smith Financial Planner Report

Name:
Karen Elliot-smith

Rep Number:
000224592

Status:
Current

First Advice:
1992

Disciplinary action:
No action

Most Recent Role:
2015-01-05 onwards

Licensee
Name:

Number:
000230689

ABN:
28 056 426 932

Controlled By:

Appointed By
Name:
Apogee Financial Planning Limited

Licence Number:
000230689

ABN:
28 056 426 932

May advise on following product areas:
Non-basic Deposit Products
Non-Cash Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
CFP - Certified Financial Planner
Securities Institute of Australia
Certificate - Financial Markets
John Clements School of Management
Certificate - Management
Financial Planning Association of Australia
Diploma - Financial Planning
Securities Institute of Australia
Diploma - Financial Services (Financial Markets)

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)