Data sourced from ASIC Financial Advisers Register
Financial Adviser · ADELAIDE, SA

Astrid Katharina Lynch

15 Years experience
Tax advice
authorised
Currently at
Ri Advice Group Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001004972

Astrid Katharina Lynch is a financial adviser based in Adelaide, South Australia, with 15 years of experience in the financial services industry. Astrid is currently authorised under Ri Advice Group Pty Ltd. Astrid 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 Applied Finance from University of South Australia. Astrid 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

Restrictions: Securities: Class of product only.

Authorised to provide tax financial advice services

Qualifications and Training

2010
Bachelor of Applied Finance
University of South Australia
2010
Bachelor of Commerce
University of South Australia
2013
Chartered Accountant
Chartered Accountants Australia and New Zealand
2013
Chartered Accountant Program
Chartered Accountants Australia and New Zealand (CA)
2013
Self Managed Superannuation Funds
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
2019
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Limited

Registration History

Ri Advice Group Pty Ltd
Jun 2022 - Present Current
Securities: Class of product only.
Australia And New Zealand Banking Group Limited
Mar 2021 - May 2022 Ceased
Restrictions Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only.
Australia And New Zealand Banking Group Limited
Feb 2017 - Mar 2020 Ceased
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Australia And New Zealand Banking Group Limited
Dec 2013 - Mar 2016 Ceased
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Akumin Financial Planning Pty Limited
Jul 2012 - Nov 2013 Ceased

Source: ASIC Financial Advisers Register