Financial Adviser
· WEST PERTH, WA
Kathryn Creasy
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005111
Kathryn Creasy is a financial adviser based in West Perth, Western Australia, with 12 years of experience in the financial services industry. Kathryn is currently authorised under Capital Partners Consulting Pty Ltd. Kathryn 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 Certified Financial Planner from Financial Planning Association. Kathryn 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
2002
Bachelor of Commerce
University of Western Australia
2008
Diploma of Financial Planning
Kaplan
2009
Graduate Diploma of Applied Finance
Kaplan
2017
Certified Financial Planner
Financial Planning Association
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register