Financial Adviser · MELBOURNE, VIC

Katherine Alice Styles

11 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001235346

Katherine Alice Styles is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Katherine is currently authorised under Aware Financial Services Australia Limited. 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 Bachelor of Commerce (majoring in Accounting, Finance & Financial Planning) from Deakin University.

Authorised to Advise On

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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2005

MLC101 Business Law

Deakin University

2006

MLC301 Principles of Income Tax Law

Deakin University

2008

Bachelor of Commerce (majoring in Accounting, Finance & Financial Planning)

Deakin University

2015

Diploma of Financial Planning

Mentor Education

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Mar 2025 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Consultum Financial Advisers Pty Ltd

Jun 2021 - Nov 2024 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Sep 2015 - May 2021 Ceased

Source: ASIC Financial Advisers Register