Financial Adviser · CANBERRA, ACT

Katharine Laurina Whild

5 Years experience
Tax advice
authorised
ASIC Registered · ADV 001283194

Katharine Laurina Whild is a financial adviser based in Canberra, Australian Capital Territory, with 5 years of experience in the financial services industry. Katharine is currently authorised under Parker Wealth Management Pty Ltd. Katharine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from The Australian National University. Katharine is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Commerce
The Australian National University
2015
Graduate Diploma of Chartered Accounting
Chartered Accountants Australia and New Zealand
2018
Diploma of Financial Planning
Monarch Institute
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Aug 2020 - Present Current

Source: ASIC Financial Advisers Register