Financial Adviser
· HERVEY BAY, QLD
Kathryn Anne Paget
No disciplinary history on record with ASIC
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264200
Kathryn Anne Paget is a financial adviser based in Hervey Bay, Queensland, with 32 years of experience in the financial services industry. Kathryn is currently authorised under Ri Advice Group Pty Ltd. Kathryn 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 Limited. Kathryn is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1999
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
1999
Certified Financial Planner
Financial Planning Association of Australia Limited
2011
Self Managed Superannuation Funds
Terra Cordis
2014
Accredited Listed Product Adviser Program
Kaplan Professional Education