Financial Adviser
· MELBOURNE, VIC
Kathleen Dillane
No disciplinary history on record with ASIC
MELBOURNE,
VIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299561
About Kathleen Dillane
Kathleen Dillane is a financial adviser based in Melbourne, Victoria, with 4 years of experience in the financial services industry since 2022. Kathleen is currently authorised under Evans And Partners. Kathleen holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Kathleen's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC006 Taxation and commercial law for financial planning
Kaplan Higher Education
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited