Financial Adviser · BRISBANE, QLD

Kate Curtain

10 Years experience
ASIC Registered · ADV 001244189

Kate Curtain is a financial adviser based in Brisbane, Queensland, with 10 years of experience in the financial services industry. Kate is currently authorised under Hlb Mann Judd Wealth Pty Ltd. Kate holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Kate is a member of SMSF Association.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2012
Financial Services Training Package
Terra Cordis
2012
SMSF Specialist Advisor
SMSF Association
2024
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Sep 2021 - Present Current
Jul 2016 - May 2021 Ceased

Source: ASIC Financial Advisers Register