Kathryn Trotter Financial Planner Report

Name:
Kathryn Trotter

Rep Number:
000245603

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2003-12-01 onwards

Licensee
Name:

Number:
000237590

ABN:
15 089 512 587

Controlled By:

Appointed By
Name:
Financial Services Partners Pty Limited

Licence Number:
000237590

ABN:
15 089 512 587

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
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Integratec
Diploma of Financial Services (Financial Planning)