Financial Adviser
· SHEPPARTON, VIC
Katherine Lois O'dwyer
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001303039
About Katherine Lois O'dwyer
Katherine Lois O'dwyer is a financial adviser based in Shepparton, Victoria, with 2 years of experience in the financial services industry since 2024. Katherine is currently authorised under Australian Financial Planning Group. 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 Master of Financial Planning from Kaplan Professional. Katherine is a member of Certified Financial Planner (CFP) of FAAA.
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
2012
Bachelor of Business Human Resource Management / Business Advertising & Design
Swinburne University of Technology
2014
Diploma of Finance, Mortgage Broking Management
AAMC Training Group
2024
Master of Financial Planning
Kaplan Professional
2026
Accredited Aged Care Professional
Aged Care Steps
Registration History
Source: ASIC Financial Advisers Register