Financial Adviser
· MOSMAN, NSW
Jane Katherine Walters
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313977
Jane Katherine Walters is a financial adviser based in Mosman, New South Wales, with 1 year of experience in the financial services industry. Jane is currently authorised under Minchin Moore Private Wealth Pty Ltd. Jane 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.
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
2023
Graduate Diploma in Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited