Financial Adviser
· MELBOURNE, VIC
Katriel Moshe Warlow-shill
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000279576
Katriel Moshe Warlow-shill is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry. Katriel is currently authorised under Lifespan Financial Planning Pty Ltd. Katriel 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 Degree of Bachelor of Commerce (Accounting) from University of the Witwatersrand, Johannesburg South Africa. Katriel is a member of CPA Australia (CPA).
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
1993
Degree of Bachelor of Commerce (Accounting)
University of the Witwatersrand, Johannesburg South Africa
1994
Degree of Honours Bachelor of Accounting Science
University of South Africa
2005
Diploma of Financial Services (Financial Planning)
Kaplan
2021
Margin Lending
Kaplan
2021
Self Managed Super Funds
Kaplan