Financial Adviser · BALLARAT CENTRAL, VIC

Katherine Louise Tierney

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003155

Katherine Louise Tierney is a financial adviser based in Ballarat Central, Victoria, with 20 years of experience in the financial services industry. Katherine is currently authorised under Rsm Financial Services Australia Pty Ltd. Katherine 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 Association of Australia. Katherine is a member of CPA Australia (CPA), Certified Financial Planner 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Commerce
Deakin University
2010
Certified Financial Planner
Financial Planning Association of Australia
2014
Margin Lending and Geared Investment
Kaplan Professional
2015
Masters of Applied Finance
Macquarie Univversity
2020
Certified Practicing Accountant
CPA Australia
2025
Ethics and Professionalism in Financial Planning
Ethics - Kaplan Professional

Registration History

Nov 2019 - Present Current
Oct 2014 - Nov 2019 Ceased
Aug 2010 - Jul 2014 Ceased
Feb 2010 - May 2010 Ceased
Jun 2007 - Jan 2010 Ceased

Source: ASIC Financial Advisers Register