Financial Adviser · MELBOURNE, VIC

Kristie Notte

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 000335843

Kristie Notte is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Kristie is currently authorised under Endeavor Asset Management Pty. Ltd.. Kristie 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 Graduate Diploma of Financial Planning from Kaplan. Kristie is a member of Tax Practitioners Board.

Authorised to Advise On

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

Restrictions: Deposit, Payment products, Government Debentures, Stocks or Bonds & Securities class of product only. Kristie holds specialist accreditation in SMSF and Aged Care & can provide advice in these areas.

Authorised to provide tax financial advice services

Qualifications and Training

2018
Tier 1
- Kaplan Professional
2021
Graduate Diploma of Financial Planning
Kaplan
2022
Accedited Aged Care Professional
Aged Care Steps
2025
SMSF Regulations and Taxation
Kaplan

Registration History

Dec 2025 - Present Current
Deposit, Payment products, Government Debentures, Stocks or Bonds & Securities class of product only. Kristie holds specialist accreditation in SMSF and Aged Care & can provide advice in these areas.
Jan 2025 - Dec 2025 Ceased
Government Debentures, Stocks or Bonds - Class of Product Only; Superannuation excludes SMSF. Kristie has Aged Care Financial Advice Specialisation and is authorised to provide advice in this area;
WEALTH TRAIL PTY LTD
Aug 2021 - Feb 2025 Ceased
Deposit, Payment products, Securities and SMSF class of product only.
Dec 2018 - Jul 2020 Ceased

Source: ASIC Financial Advisers Register