Financial Adviser
· MELBOURNE, VIC
Kathryn Therese Zachariah
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272070
Kathryn Therese Zachariah is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Kathryn is currently authorised under Morgans Financial Limited. Kathryn 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 (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
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma in Financial Planning
Integrity Education
2016
Advanced Diploma in Financial Planning
Integrity Education
2020
Ethics and Professional Relationships
Ethics - QUT
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Bachelor of Commerce (Financial Planning)
Deakin University