Financial Adviser
· DUBBO, NSW
Katharine Rachelle Piddington
No disciplinary history on record with ASIC
DUBBO,
NSW
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000331577
Katharine Rachelle Piddington is a financial adviser based in Dubbo, New South Wales, with 18 years of experience in the financial services industry since 2008. Katharine is currently authorised under Capella Advisory. Katharine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katharine's qualifications include a Bachelor of Business (Finance/Financial Planning) from Charles Sturt University (CSU). Katharine is a member of Financial Advice Association of Australia (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
2007
University Certificate in Business
Charles Sturt University (CSU)
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Bachelor of Business (Finance/Financial Planning)
Charles Sturt University (CSU)
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register