Financial Adviser
· ADELAIDE, SA
Kathy Porter
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003712
Kathy Porter is a financial adviser based in Adelaide, South Australia, with 18 years of experience in the financial services industry. Kathy is currently authorised under Perpetual Trustee Company Limited. Kathy holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional. Kathy is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1991
Certificate of Superannuation Management
ASFA
2000
Diploma of Finanical Planning
FPA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2022
Master of Financial Planning
Kaplan Professional