Financial Adviser · CHADSTONE, VIC

Kate Louise Fellows

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000436914

Currently at

Sydney, NSW

View firm profile

Kate Louise Fellows is a financial adviser based in Chadstone, Victoria, with 21 years of experience in the financial services industry since 2005. Kate is currently authorised under Akumin Financial Planning. Kate holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kate's qualifications include a Bachelor of Business (Banking & Finance) from Monash University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are not on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Business (Banking & Finance)

Monash University

2017

Margin Lending

Integrity Education Group

2017

Self Managed Superannuation Funds

Integrity Education Group

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Apr 2026 - Present Current

One off licensee approval is required for all products which are not on the approved product list.

Hillross Financial Services Limited

Dec 2016 - May 2017 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register