Financial Adviser
· MAROOCHYDORE, QLD
Katie Lee Spence
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272210
Katie Lee Spence is a financial adviser based in Maroochydore, Queensland, with 8 years of experience in the financial services industry since 2018. Katie is currently authorised under Sage In Time, operating through Financial Advisers. Katie holds authorisations to advise on superannuation, life insurance, life insurance investments and deposit products, as well as tax financial advice services (TFAS). Katie's qualifications include a Bachelor of Commerce from University of Southern Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce
University of Southern Queensland
2022
Graduate Diploma of Financial Planning
Kaplan