Financial Adviser
· MELBOURNE, VIC
Kathy Anne Havers
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000291318
Kathy Anne Havers is a financial adviser based in Melbourne, Victoria, with 25 years of experience in the financial services industry. Kathy is currently authorised under Viridian Advisory Pty Ltd. Kathy 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 Certified Financial Planner from Financial Planning Association of Australia. Kathy is a member of Australian Institute of Company Directors 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Diploma of Financial Planning
Financial Planning Association of Australia
2004
Certified Financial Planner
Financial Planning Association of Australia
2009
Self Managed Superannuation Funds
Kaplan Professional Education
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2011
Masters of Entrepreneurship and Innovation
Swinburne University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
MAGNITUDE GROUP PTY LTD
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register