Financial Adviser
· HAWTHORN, VIC
Kara Treeby
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000405847
Kara Treeby is a financial adviser based in Hawthorn, Victoria, with 15 years of experience in the financial services industry since 2011. Kara is currently authorised under Swm (Aust). Kara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kara's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Kara is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
FINSIA
2012
Bachelor of Business (Financial Planning)
RMIT University
2012
Self Managed Superannuation Funds
Kaplan Professional Education
2018
Certified Financial Planner
Financial Planning Association of Australia