Financial Adviser · LONG JETTY, NSW

Katie June Withers

8 Years experience

Tax advice
authorised

Currently at

Long Jetty, NSW

View firm profile

ASIC Registered · ADV 001269402

Katie June Withers is a financial adviser based in Long Jetty, New South Wales, with 8 years of experience in the financial services industry. Katie is currently authorised under The Wealth Emporium 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 Graduate Diploma of Financial Planning from Kaplan Professional. Katie is a member of Accredited Aged Care Professional, Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

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

2016

Diploma of Financial Planning

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Professional

2023

Diploma of Finance and Mortgage Broking Management

Kaplan Professional

Registration History

The Wealth Emporium Pty Ltd

Jul 2024 - Present Current

Akumin Financial Planning Pty Limited

Nov 2018 - Jun 2024 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register