Financial Adviser · LABRADOR, QLD

Karen Leigh Mills

LABRADOR, QLD

4 Years experience

Tax advice
authorised

ASIC Registered · ADV 001293332

Currently at

Matrix Planning Solutions Limited

Bundall, QLD (firm address)

View firm profile

Karen Leigh Mills is a financial adviser based in Labrador, Queensland, with 4 years of experience in the financial services industry since 2022. Karen is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Karen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Karen's qualifications include a Bachelor of Business (Financial Planning) from RMIT University. Karen 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 Deposit Products Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Business (Financial Planning)

RMIT University

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Sep 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF

A.C.N. 133 593 012 PTY LTD

Oct 2021 - Sep 2022 Ceased

Excludes SMSF.

Source: ASIC Financial Advisers Register