Financial Adviser
· ST LEONARDS, NSW
Kathleen Helen Massasso
No disciplinary history on record with ASIC
ST LEONARDS,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262910
About Kathleen Helen Massasso
Kathleen Helen Massasso is a financial adviser based in St Leonards, New South Wales, with 8 years of experience in the financial services industry since 2018. Kathleen is currently authorised under Sage Alliance, operating through Sage Wealth Management. Kathleen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kathleen's qualifications include a Bachelor of Commerce from University of Sydney. Kathleen is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce
University of Sydney
2017
Diploma of Financial Planning
CPA Australia
2025
thics and Professionalism in Financial Advice
Ethics - Kaplan