Financial Adviser
· BRISBANE, QLD
Kate-lyn Beyers
No disciplinary history on record with ASIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001292808
Kate-lyn Beyers is a financial adviser based in Brisbane, Queensland, with 5 years of experience in the financial services industry. Kate-lyn is currently authorised under Mwm Capital Pty Ltd. Kate-lyn 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 Master of Financial Planning from KAPLAN.
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
2013
Bachelor of Business Management (Majoring in Business Economics)
University of Queensland
2013
Bachelor of Commerce (Majoring in Accounting and Finance)
University of Queensland
2017
Master of Financial Planning
KAPLAN
2020
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN