Katherine Adderley Financial Planner Report

Name:
Katherine Adderley

Rep Number:
000241834

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2011-12-01 onwards

Location:
Parkside, , SA, 0

Licensee
Name:

Number:
000411227

ABN:
39 152 605 555

Appointed By
Name:
Now Financial Group Pty Limited

Licence Number:
000411227

ABN:
39 152 605 555

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
Quality Training Company
Certificate IV in Assessment & Workplace Training
Tower Trust
Certificate in Applied SMSF Advice
FPA
Certified Financial Planner
Deakin University/FPA
Diploma of Financial Planning
Kaplan Professional
Margin Lending & Geared Investments

Memberships
Financial Planning Association of Australia (FPA)