Financial Adviser
· SYDNEY, NSW
Katherine Marie Calvisi
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269637
Katherine Marie Calvisi is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Katherine is currently authorised under Macquarie Bank Limited. Katherine 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 Bachelor of Business with Credit (Accounting and Finance) from University of Technology Sydney.
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
Bachelor of Business with Credit (Accounting and Finance)
University of Technology Sydney
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
DFP5v4 Tax for Financial Advising
Kaplan Higher Education Pty Limited
2024
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning.
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register