Financial Adviser
· SYDNEY, NSW
Katie May Loveday
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008605
Katie May Loveday is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Katie is currently authorised under Evans And Partners Pty. Ltd.. Katie holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. Katie is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Taxation 1
Chartered Accountants Australia & New Zealand
2011
Chartered Accountant Program
CA
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register