Karen Mcleod Financial Planner Report

Name:
Karen Elizabeth Mcleod

Rep Number:
000242000

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2009-02-02 onwards

Location:
Bulimba, Brisbane, QLD, 4171

Licensee
Name:

Number:
000276544

ABN:
26 108 175 819

Appointed By
Name:
Ethical Investment Advisers Pty Ltd

Licence Number:
000276544

ABN:
26 108 175 819

May advise on following product areas:
Non-basic Deposit Products
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
Queensland University of Technology
Bachelor Business
Financial Planning Association
Certified Financial Planner
Deakin University
Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)
Responsible Investment Association Australasia
Tax Practitioners Board