Financial Adviser
· MOSMAN, NSW
Katie Louise Manning Gaunt
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001009370
Katie Louise Manning Gaunt is a financial adviser based in Mosman, New South Wales, with 16 years of experience in the financial services industry. Katie is currently authorised under Minchin Moore Private Wealth 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 Certified Financial Planner from Financial Advice Association of Australia Limited. Katie is a member of 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
2003
Bachelor of Management (Marketing)
University of South Australia
2013
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Certified Financial Planner
Financial Advice Association of Australia Limited
2024
Accredited Aged Care Professional
Aged Care Steps Pty Ltd
Registration History
Also permitted to provide financial product advice for: FIN-MDA Services, FIN-Non-Standard Margin Lending Facility, FIN-Miscellaneous Financial Investment Products - MDA Services, FIN-Miscellaneous Financial Risk Products, FIN-FHSA Issued non ADI and Self Managed Super Funds.
Source: ASIC Financial Advisers Register