Financial Adviser · WAYVILLE, SA

Katherine Louise Schultz

WAYVILLE, SA

27 Years experience

Tax advice
authorised

ASIC Registered · ADV 000242801

Currently at

Finsec Partners

Wayville, SA (firm address)

View firm profile

Katherine Louise Schultz is a financial adviser based in Wayville, South Australia, with 27 years of experience in the financial services industry since 1999. Katherine is currently authorised under Kaizen Wealth, operating through Finsec Partners. Katherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katherine's qualifications include a Certified Financial Planner (CFP) from FPA. Katherine is a member of CFP - Certified Financial Planner (FPA) and 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning

Financial Planning Association Australia

2010

Certified Financial Planner (CFP)

FPA

2024

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Kaizen Wealth Pty Ltd

Jun 2020 - Present Current

Psk Advisory Services Pty Ltd

Sep 2017 - Jun 2020 Ceased

PPS LIFESTYLE SOLUTIONS PTY LTD

Nov 2009 - Jun 2020 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

PORTFOLIO PLANNING SOLUTIONS LTD

Nov 2009 - Jun 2020 Ceased

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