Financial Adviser
· NEWTOWN, VIC
Kate Officer
No disciplinary history on record with ASIC
12
Years experience
ASIC Registered · ADV 001001078
Kate Officer is a financial adviser based in Newtown, Victoria, with 12 years of experience in the financial services industry. Kate is currently authorised under Muirfield Financial Services Pty Ltd. Kate holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Kate is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2011
Bachelor of Commerce- Commercial Law, Finance and Financial Planning
Deakin University
2014
Accredited Aged Care Specialist
Aged Care Steps
2018
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional