Financial Adviser · BRISBANE CITY, QLD

Kate Louise Golder

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005743

Kate Louise Golder is a financial adviser based in Brisbane City, Queensland, with 22 years of experience in the financial services industry. Kate is currently authorised under Alteris Financial Group Pty Ltd. Kate 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. Kate is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.

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

1999
Bachelor of Arts
University of Queensland
1999
Bachelor of Commerce
University of Queensland
2003
Graduate Diploma of Financial Planning
Securities Institute of Australia
2004
Certified Financial Planner
Financial Planning Association

Registration History

Jul 2011 - Present Current
PICCADILLY FINANCIAL SERVICES PTY LTD
Nov 2019 - Jun 2021 Ceased
Nov 2009 - Jul 2011 Ceased
Jan 2004 - Nov 2009 Ceased

Source: ASIC Financial Advisers Register