Financial Adviser · SHEPPARTON, VIC

Katherine Lois O'dwyer

2 Years experience

Tax advice
authorised

Currently at

Shepparton, VIC

View firm profile

ASIC Registered · ADV 001303039

Katherine Lois O'dwyer is a financial adviser based in Shepparton, Victoria, with 2 years of experience in the financial services industry. Katherine is currently authorised under Cpw Advisory Pty Ltd. Katherine 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 Business Human Resource Management / Business Advertising & Design from Swinburne University of Technology. Katherine 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 Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Business Human Resource Management / Business Advertising & Design

Swinburne University of Technology

2014

Diploma of Finance, Mortgage Broking Management

AAMC Training Group

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2022

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Cpw Advisory Pty Ltd

Jul 2024 - Present Current

Cpw Advisory Pty Ltd

Apr 2023 - Jun 2024 Ceased

Source: ASIC Financial Advisers Register