Financial Adviser
· MELBOURNE, VIC
Kate Elizabeth Soumilas
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001254537
Kate Elizabeth Soumilas is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry. Kate is currently authorised under Evans And Partners Pty. Ltd.. Kate holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance) from Deakin University.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
MLL111 + MLL213
Other - Deakin University
2014
MLL406
Other - Deakin University
2015
Bachelor of Commerce (Finance)
Deakin University
2017
Diploma of Financial Planning
Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2025
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
Superannuation and Retirement Advice
Kaplan Higher Education
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register