Financial Adviser
· DULWICH, SA
Hannah Kate Waller
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236572
Hannah Kate Waller is a financial adviser based in Dulwich, South Australia, with 11 years of experience in the financial services industry. Hannah is currently authorised under Hlb Mann Judd Wm (SA) Pty Ltd. Hannah 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 Certified Financial Planner from Financial Planning Institute of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Diploma of Financial Planning (Financial Services)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Bachelor of Commerce (Business Law)
Curtin University
2018
Life Risk Specialist Program
Financial Planning Association of Australia
2019
Certified Financial Planner
Financial Planning Institute of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register