Financial Adviser · BORONIA, VIC

Kathryn Price

8 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 001267201

Kathryn Price is a financial adviser based in Boronia, Victoria, with 8 years of experience in the financial services industry. Kathryn is currently authorised under Alliance Wealth Pty Ltd. Kathryn 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 Applied Science from RMIT University. Kathryn 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 Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Applied Science

RMIT University

2001

Graduate Diploma in Business (Management)

Monash University

2005

Diploma of Financial Services (Financial Planning)

Securities Institute Education

2017

Diploma of Financial Planning (DFP1-3)

Kaplan Professional

2018

Commercial Law Course

Kaplan Professional

2018

Securities and Managed Investments Program (DFP4)

Kaplan Professional

2018

Tax for Financial Advising

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Dec 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Ri Advice Group Pty Ltd

May 2021 - Dec 2021 Ceased

Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

FINANCIAL SERVICES PARTNERS PTY LIMITED

Sep 2018 - May 2021 Ceased

Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register