Financial Adviser
· NORWOOD, SA
Kate Margret Phillips
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000281724
Kate Margret Phillips is a financial adviser based in Norwood, South Australia, with 21 years of experience in the financial services industry. Kate is currently authorised under Paragem Pty Limited. Kate 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 Education from University of South Australia. Kate 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
1999
Bachelor of Education
University of South Australia
2006
Advanced Diploma of Financial Planning FNS60404
Tribeca
2006
Diploma of Financial Planning FNS50804
Tribeca
2021
Financial Behaviour and Decision Making
Behavioural Finance - Deakin University
2022
Ethics for Financial Services
Ethics - Deakin University