Financial Adviser
· ADELAIDE, SA
Kathryn Elise Liebezeit
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245498
Kathryn Elise Liebezeit is a financial adviser based in Adelaide, South Australia, with 28 years of experience in the financial services industry. Kathryn is currently authorised under Halpin Wealth Partners 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 CFP Certification Program from Financial Planning Association of Australia. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Science (Mathematical and Computer Sciences)
University of Adelaide
1999
Diploma of Financial Planning
Deakin
2002
CFP Certification Program
Financial Planning Association of Australia
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
ABACUS INVESTMENT MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register