Financial Adviser
· MAROOCHYDORE, QLD
Katherine Evelyn Cassells
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273683
Katherine Evelyn Cassells is a financial adviser based in Maroochydore, Queensland, with 8 years of experience in the financial services industry. Katherine is currently authorised under Ri Advice Group Pty Ltd. Katherine 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 Bachelor of Business (Accountancy) from Queensland University of Technology. Katherine is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
1989
Bachelor of Business (Accountancy)
Queensland University of Technology
1991
Certified Practicing Accountants Program
Certified Public Accountants of Australia Pty Ltd
2018
Diploma of Financial Planning
Monarch Institute
2024
Commercial Law
Kaplan Professional
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only. Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register