Financial Adviser
· EUMUNDI, QLD
Kate Elizabeth Trost
No disciplinary history on record with ASIC
EUMUNDI,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000465078
Kate Elizabeth Trost is a financial adviser based in Eumundi, Queensland, with 12 years of experience in the financial services industry since 2014. Kate is currently authorised under Jsw Partners, operating through Solace Wealth Management. Kate holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kate's qualifications include a Bachelor of Business (Financial Planning) from University of the Sunshine Coast. Kate is a member of TPB.
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 (Financial Planning)
University of the Sunshine Coast
2018
Self Managed Superannuation Funds
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
AIW DEALER SERVICES PTY LTD
Source: ASIC Financial Advisers Register