Financial Adviser
· BIRTINYA, QLD
Kathleen Renee Adams
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004160
Kathleen Renee Adams is a financial adviser based in Birtinya, Queensland, with 21 years of experience in the financial services industry. Kathleen is currently authorised under Synchron Advice Pty Ltd. Kathleen 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Self Managed Superannuation Funds
Tribeca Learning (Aust) Pty Ltd
2008
Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2017
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Government Debentures or Stocks or Bonds: Class of product only. Securities: Class of product only.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
SUNCORP FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register