Financial Adviser · BRUNSWICK EAST, VIC

Katherine Spitzkowsky

BRUNSWICK EAST, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269177

Currently at

Yulania Financial

Sydney, NSW (firm address)

View firm profile

About Katherine Spitzkowsky

Katherine Spitzkowsky is a financial adviser based in Brunswick East, Victoria, with 8 years of experience in the financial services industry since 2018. Katherine is currently authorised under Finchley & Kent, operating through Yulania Financial. Katherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katherine's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute 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

Restrictions: Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2016

Bachelor of Business (Financial Planning)

Royal Melbourne Institute of Technology

2018

Tax for financial advising

Kaplan

Registration History

Finchley & Kent Pty Ltd

Jul 2024 - Present Current

Self-Managed Superannuation Funds

Sambe Investments Pty. Limited

Feb 2024 - Aug 2024 Ceased

Excluding Self-Managed Superannuation Funds

Akumin Financial Planning Pty Limited

Mar 2022 - Sep 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Australia Pacific Funds Management Pty Limited

Jun 2021 - Dec 2021 Ceased

Personal Financial Services Ltd

Apr 2020 - Jun 2021 Ceased

Authorisation does NOT include SMSF's

Charter Financial Planning Limited

May 2019 - Mar 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Synchron Advice Pty Ltd

Nov 2018 - Apr 2019 Ceased

Source: ASIC Financial Advisers Register