Financial Adviser
· WURTULLA, QLD
Karmel Maree Walker
No disciplinary history on record with ASIC
WURTULLA,
QLD
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003342
Karmel Maree Walker is a financial adviser based in Wurtulla, Queensland, with 21 years of experience in the financial services industry since 2005. Karmel is currently authorised under Alliance Wealth, operating through Karmel Walker. Karmel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Karmel's qualifications include a Bachelor of Economics from James Cook University. Karmel 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1983
Bachelor of Economics
James Cook University
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2011
Self Managed Superannuation Funds Program
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register