Kathy Kritselas Financial Planner Report

Name:
Kathy Kritselas

Rep Number:
000235794

Status:
Current

First Advice:
2002

Disciplinary action:
No action

Most Recent Role:
2016-04-06 onwards

Licensee
Name:

Number:
000243313

ABN:
33 007 207 650

Appointed By
Name:
Synchronised Business Services Pty Ltd

Licence Number:
000243313

ABN:
33 007 207 650

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Macquarie University
Bachelor Degree - Economics
MLC Licensee Accreditation
Listed Securities
Integratec
Managed Investments
Integratec
Risk Management
Integratec
Superannuation and Retirement Planning

Memberships
Association of Financial Advisers (AFA)
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)