Financial Adviser
· BRISBANE, QLD
Kate Frances Doolan
No disciplinary history on record with ASIC
BRISBANE,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270254
About Kate Frances Doolan
Kate Frances Doolan is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry since 2018. Kate is currently authorised under Zurich Assure Australia. Kate holds authorisations to advise on superannuation and life insurance, as well as tax financial advice services (TFAS). Kate's qualifications include a Graduate Diploma of Financial Planning from Kaplan.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan
2021
Ethics and Professionalism
Ethics - Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register