Financial Adviser
· BORONIA, VIC
Katherine Jolanta Isbrandt
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000313686
Katherine Jolanta Isbrandt is a financial adviser based in Boronia, Victoria, with 30 years of experience in the financial services industry. Katherine is currently authorised under Asire Financial Services 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 (FPA). Katherine 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
2006
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2006
Diploma of Financial Services (Financial Planning
Tribeca
2008
ASX Accredited Listed Product Adviser Program
NSW Vocational Education & Training
2010
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Professional