Katrina Wroe Financial Planner Report

Name:
Katrina Wroe

Rep Number:
000253523

Status:
Current

First Advice:
1997

Disciplinary action:
No action

Most Recent Role:
2014-03-01 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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

Qualifications
Financial Planning Association of Australia (FPA)
CFP
Securities Institute of Australia
Diploma in Financial Markets
RMIT University
Diploma in Financial Planning
RMIT University
Master in Financial Planning

Memberships
Financial Planning Association of Australia (FPA)