Financial Adviser
· UPPER MOUNT GRAVATT, QLD
Katerina Sousalis
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000236867
Katerina Sousalis is a financial adviser based in Upper Mount Gravatt, Queensland, with 23 years of experience in the financial services industry. Katerina is currently authorised under Modoras Pty Ltd. Katerina 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 Visual Arts from - Griffith University.
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
1995
Bachelor of Visual Arts
- Griffith University
2005
Diploma of Financial Planning
Deakin University
2011
Certificate IV in Financial Services (Finance and Mortgage Broking)
Kaplan Professional