Financial Adviser · KENT TOWN, SA

Katherine Jane Hann

KENT TOWN, SA

16 Years experience

Tax advice
authorised

ASIC Registered · ADV 000343768

Practice

Wealth Beyond Money

Kent Town, SA (practice address on ASIC register)

Licensed through GPS Wealth

View practice

About Katherine Jane Hann

Katherine Jane Hann is a financial adviser based in Kent Town, South Australia, with 16 years of experience in the financial services industry since 2010. Katherine works at Wealth Beyond Money, which is licensed through GPS Wealth. Katherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katherine's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy. Katherine is a member of AFA - Fellow Chartered Financial Practioner (FChFP) and 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

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2011

Advanced Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy

Registration History

GPS Wealth Ltd

May 2023 - Present Current

GPS Wealth Ltd

Jan 2020 - May 2023 Ceased

Financial Wisdom Limited

Jan 2010 - Jan 2020 Ceased

Not authorised to provide personal advice on Securities, Standard Margin Lending

Source: ASIC Financial Advisers Register