Data sourced from ASIC Financial Advisers Register
Financial Adviser · MIDLAND, WA

Katherine Boland

22 Years experience
Tax advice
authorised
Currently at
Complete Financial Planning Pty Ltd
Midland, WA
View firm profile
ASIC Registered · ADV 000268611

Katherine Boland is a financial adviser based in Midland, Western Australia, with 22 years of experience in the financial services industry. Katherine is currently authorised under Complete Financial Planning 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 Graduate Diploma of Financial Planning from Kaplan. 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 Margin Lending

Restrictions: Doesn't provide advice in relation to Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2004
Dipolma of Financial Services (FP)
Integratec
2006
Advanced Diploma of Financial Services (FP)
Tribeca
2010
Margin Lending and Geared Investments
Kplan
2016
Fellow Chartered Financial Practitioner
AFA
2023
Graduate Diploma of Financial Planning
Kaplan

Registration History

Complete Financial Planning Pty Ltd
Mar 2004 - Present Current
Doesn't provide advice in relation to Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register