Financial Adviser
· BEAUMARIS, VIC
Kate Rebecca Borch
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245893
Kate Rebecca Borch is a financial adviser based in Beaumaris, Victoria, with 10 years of experience in the financial services industry. Kate is currently authorised under Count Financial 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 Master of Financial Planning from Kaplan Higher Education. Kate is a member of CPA Australia (CPA).
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
1999
Bachelor of Commerce (Finance and Accounting)
Deakin University
2003
Certified Practicing Accountants (CPA) Australia Program
CPA Australia
2016
Accountants Essential Advice
Integrity Education Group
2019
Master of Financial Planning
Kaplan Higher Education
2022
Accredited Aged Care Professional
Aged Care Steps
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
Accredited Listed Product Adviser Program
Kaplan Professional