Financial Adviser
· RED HILL SOUTH, VIC
Katrina Gay
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000229525
Katrina Gay is a financial adviser based in Red Hill South, Victoria, with 24 years of experience in the financial services industry. Katrina is currently authorised under Nicholson Financial Planning Pty Ltd. Katrina 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 Engineering (Hons). Katrina is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Engineering (Hons)
2005
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
CUSTOM WEALTH SOLUTIONS DEALER SERVICES PTY LTD
THE SALISBURY GROUP PTY LTD
Source: ASIC Financial Advisers Register