Financial Adviser
· HAMILTON EAST, NSW
Katie Young
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342576
Katie Young is a financial adviser based in Hamilton East, New South Wales, with 17 years of experience in the financial services industry. Katie is currently authorised under Finchley & Kent Pty Ltd. Katie 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 Management from University of Newcastle.
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
2001
Bachelor of Management
University of Newcastle
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Certificate IV in Financial Services (Finance/Mortgage Broking)
Australis College (formerly Intellitrain)
2025
Accredited Aged Care Professional(TM) Program
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register