Financial Adviser
· MURWILLUMBAH, NSW
Kathryn Willowhite
No disciplinary history on record with ASIC
MURWILLUMBAH,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235738
About Kathryn Willowhite
Kathryn Willowhite is a financial adviser based in Murwillumbah, New South Wales, with 11 years of experience in the financial services industry since 2015. Kathryn is currently authorised under Synchron Advice. Kathryn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kathryn's qualifications include a Master of Financial Planning from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2014
Diploma of Financial Planning
Kaplan Education Pty Limited
2015
Diploma of Financial Planning
International Institute of Technology
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor
2017
Graduate Certificate in Financial Planning
Griffith University
2021
Master of Financial Planning
Griffith University
Registration History
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register