Financial Adviser
· CURRUMBIN, QLD
Trudy Kattwinkel
No disciplinary history on record with ASIC
CURRUMBIN,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000401434
Trudy Kattwinkel is a financial adviser based in Currumbin, Queensland, with 15 years of experience in the financial services industry since 2011. Trudy is currently authorised under Synchron Advice. Trudy holds authorisations to advise on life insurance and life insurance investments, as well as tax financial advice services (TFAS). Trudy's qualifications include a Bachelor of Commerce from Deakin University. Trudy is a member of Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Life Insurance
Life Insurance Investments
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Commerce
Deakin University
2003
Diploma of Financial Services (Financial Planning)
GWM Adviser Services Limited (ThreeSixty)
2020
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited