Financial Adviser · MELBOURNE, VIC

Kathryn Louise Stannard

MELBOURNE, VIC

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 001233453

Currently at

Unisuper Management

Melbourne, VIC (firm address)

View firm profile

About Kathryn Louise Stannard

Kathryn Louise Stannard is a financial adviser based in Melbourne, Victoria, with 27 years of experience in the financial services industry since 1999. Kathryn is currently authorised under Unisuper Management. Kathryn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kathryn's qualifications include a Bachelor of Arts from The University of Melbourne. Kathryn is a member of Fellow of the Financial Services Institute of Australasia and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Arts

The University of Melbourne

1998

Graduate Diploma in Applied Finance and Investment

Securities Institute Education

2000

Graduate Diploma in Financial Planning (Historical SIA / FINSIA)

Securities Institute of Australia

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2022

Commercial Law

Kaplan Education Pty Ltd

Registration History

Unisuper Management Pty. Ltd.

Jul 2026 - Present Current

Swift Financial Planning Pty Ltd

Mar 2022 - Dec 2025 Ceased

Ord Minnett Limited

Jul 2015 - Feb 2022 Ceased

ORD MINNETT FINANCIAL PLANNING PTY LIMITED

Jul 2015 - Jun 2020 Ceased

National Australia Bank Limited

Jun 2013 - Jul 2015 Ceased

Psk Advisory Services Pty Ltd

Aug 2006 - May 2012 Ceased

Source: ASIC Financial Advisers Register