Financial Adviser
· SALE, VIC
Katrina Jane Van Gunst
No disciplinary history on record with ASIC
SALE,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001063
Katrina Jane Van Gunst is a financial adviser based in Sale, Victoria, with 16 years of experience in the financial services industry since 2010. Katrina is currently authorised under Phillipsons Financial Planning. Katrina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katrina's qualifications include a Master of Financial Planning from Kaplan Professional. Katrina is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2011
Advanced Diploma Financial Services (Financial Planning)
GWM Adviser Services Limited
2013
Diploma of Share Trading & Investment
Wealth Within Institute
2014
SMSF Specialist Adviser
SMSF Association
2018
Graduate Diploma Financial Planning
Kaplan Professional
2019
Master of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register