Katharine Witchard
authorised
About Katharine Witchard
Katharine Witchard is a financial adviser based in Lismore, New South Wales. Katharine is currently authorised under Capstone Financial Planning, operating through Connect Financial Planning Services. Katharine holds authorisations to advise on life insurance, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Katharine's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Restrictions: Appointed as a Provisional Adviser (subject to Capstone's policy and under the supervision of a senior Capstone Adviser). This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register