Financial Adviser
· BUNYIP, VIC
Kathryn Trotter
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245603
Kathryn Trotter is a financial adviser based in Bunyip, Victoria, with 23 years of experience in the financial services industry since 2003. Kathryn is currently authorised under Interprac Financial Planning, operating through Beacon Financial Management. Kathryn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kathryn's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
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
2004
Diploma of Financial Services (Financial Planning)
Integratec
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide on Self-Managed Super Funds
Not authorised to provide advice on Self-Managed Super Funds
FINANCIAL SERVICES PARTNERS PTY LIMITED
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register