Financial Adviser
· BRISBANE CITY, QLD
Katherine Mary Vallance
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000314861
Katherine Mary Vallance is a financial adviser based in Brisbane City, Queensland, with 21 years of experience in the financial services industry. Katherine is currently authorised under Art Financial Advice Pty Ltd. Katherine holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Science from University of London.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelor of Science
University of London
2006
Graduate Diploma of Financial Planning (Historical SIA / FINSIA)
Kaplan Higher Education Pty Ltd
2016
DFP5v1 Tax for Financial Advising
Kaplan Professional
2016
Securities & Managed Investments
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
Commercial Law
Kaplan Professional