Financial Adviser · PERTH, WA

Katrina Ryan

PERTH, WA
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270426
Currently at
Perth, WA (firm address)

Katrina Ryan is a financial adviser based in Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Katrina is currently authorised under Euroz Hartleys Limited, operating through Euroz Hartleys. Katrina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katrina's qualifications include a Master of Commerce from Curtin University.

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

2015
Bachelor of Commerce
Curtin University
2018
Diploma of Financial Planning
KAPLAN
2018
Master of Commerce
Curtin University
2021
FPC006 Tax and Commercial Law for Financial Planning
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan
2025
Margin Lending Specialist
Kaplan

Registration History

Apr 2021 - Present Current
ENTRUST WEALTH MANAGEMENT PTY LTD
Aug 2020 - Jun 2021 Ceased
EUROZ HARTLEYS SECURITIES PTY LTD
May 2019 - Jun 2021 Ceased
GWM ADVISER SERVICES PTY LTD
Dec 2018 - May 2019 Ceased

Source: ASIC Financial Advisers Register