Financial Adviser
· SYDNEY, NSW
Kathryn Fitch-daniels
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000333261
Kathryn Fitch-daniels is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Kathryn is currently authorised under Ethinvest Pty. Limited. Kathryn 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. Kathryn is a member of Financial Advice Association of Australia (FAAA) and Responsible Investment Association Australasia (RIAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2008
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty
2008
Certified Financial Planner
Financial Advice Association of Australia Limited
2014
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2022
Graduate Diploma in Financial Planning
Western Sydney University