Financial Adviser
· SYDNEY, NSW
Katrina Wroe
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253523
Katrina Wroe is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Katrina is currently authorised under Findex Advice Services Pty Ltd. Katrina 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 Planning Association of Australia. Katrina 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Diploma in Financial Planning
RMIT University
1997
Diploma in Financial Markets
Securities Institute of Australia
2003
Certified Financial Planner
Financial Planning Association of Australia
2003
Master in Financial Planning
RMIT University
Registration History
Source: ASIC Financial Advisers Register