KAREN ANNE ELEY


Licensee: KAIZEN WEALTH PTY LTD

KAREN ANNE ELEY (Adviser# 000276754) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is December 18, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name KAREN ANNE ELEY
Adviser Number 000276754
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000480797
KAIZEN WEALTH PTY LTD
Adviser Start Date 2015-12-18
Appointing Representative Name FINSEC PARTNERS PTY LTD
Appointing Representative Number 000354394
Appointing Representative ABN 98135591829
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • KAREN ANNE ELEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Accounting University of South Australia
Diploma of Financial Planning Financial Planning Association (FPA)

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000480797 KAIZEN WEALTH PTY LTD 2015-12-18 - FINSEC PARTNERS PTY LTD
000232686 GENESYS WEALTH ADVISERS LIMITED
Licence controlled by: AMP LIMITED
Further restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
2004-05-31 - 2015-12-18 GENESYS WEALTH ADVISERS LIMITED

Licensee Information

Licence Name KAIZEN WEALTH PTY LTD
Licence Number 000480797

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.