KAREN ANNE MCEVEY


Licensee: AON HEWITT FINANCIAL ADVICE LIMITED

KAREN ANNE MCEVEY (Adviser# 001266255) 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 July 25, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name KAREN ANNE MCEVEY
Adviser Number 001266255
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2018
Financial Service (AFS) Licence Licence# 000239183
AON HEWITT FINANCIAL ADVICE LIMITED
Licence ABN 13091225642
Adviser Start Date 2018-07-25
Appointing Representative Name AON HEWITT FINANCIAL ADVICE LIMITED
Appointing Representative Number 000239183
Appointing Representative ABN 13091225642
Memberships CPA Australia (CPA)
Further Restrictions 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.

Authorisations to provide financial product advice

  • KAREN ANNE MCEVEY
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • 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 Business (Accounting) Ballarat University College
Cavendish & ICFS Specialist SMSF Course The University of Adelaide
Diploma of Financial Planning International Institute of Technology

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239183 AON HEWITT FINANCIAL ADVICE LIMITED
Further restrictions: 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.
2018-07-25 - AON HEWITT FINANCIAL ADVICE LIMITED

Licensee Information

Licence Name AON HEWITT FINANCIAL ADVICE LIMITED
Licence Number 000239183
Licence ABN 13091225642

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MACE WILLIAM O'SULLIVAN Aon Hewitt Financial Advice Limited Current 2018-07-26
JAMES KENNY Aon Hewitt Financial Advice Limited Current 2018-07-01
JADE GET HUN KHAO Aon Hewitt Financial Advice Limited Current 2018-05-29
SALLYANNE COOK Aon Hewitt Financial Advice Limited Current 2018-05-29
PETER TIMOTHY CAREY Aon Hewitt Financial Advice Limited Current 2018-05-21
SIU MAN LILY MO Aon Hewitt Financial Advice Limited Current 2018-05-14
TAMARA BROWN Aon Hewitt Financial Advice Limited Current 2018-05-14
LEON IP Aon Hewitt Financial Advice Limited Current 2018-05-07
MATTHEW LEIGH HUGHES Aon Hewitt Financial Advice Limited Current 2018-05-07
SHARON RUEY SHIAH CHUAH Aon Hewitt Financial Advice Limited Current 2018-05-01

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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.