Financial Adviser
· NORTH WOLLONGONG, NSW
Kate Louise De Zoysa
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235637
Kate Louise De Zoysa is a financial adviser based in North Wollongong, New South Wales, with 11 years of experience in the financial services industry since 2015. Kate is currently authorised under Gill And Co Advisory. Kate holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kate's qualifications include a Master of Financial Planning from Griffith University. Kate 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Economics and Finance)
University of Wollongong
2014
Diploma of Financial Planning
Kaplan Professional Education
2020
Master of Financial Planning
Griffith University
Registration History
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Source: ASIC Financial Advisers Register