Financial Adviser
· BRISBANE, QLD
Katrina Marie Robbins
No disciplinary history on record with ASIC
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000285950
Katrina Marie Robbins is a financial adviser based in Brisbane, Queensland, with 41 years of experience in the financial services industry. Katrina is currently authorised under Insight Investment Services Pty Ltd. Katrina 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 of Australia. Katrina is a member of 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Certified Financial Planner
Financial Planning Association of Australia
2015
SMSF Specialist Advisor
Self Managed Super Fund Assoication
2020
Graduate Diploma of Financial Planning
Kaplan
2021
Accredited Aged Care Professional
Aged Care Steps
Registration History
Authorisations:Deposit and payment products limited to: - Basic Deposit Products; - Deposit Products other than basic Deposit Products Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products; Direct Equities
Source: ASIC Financial Advisers Register