Kate Wilschut Financial Planner Report

Name:
Kate Wilschut

Rep Number:
000269186

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2016-10-12 onwards

Licensee
Name:

Number:
000230686

ABN:
12 004 044 937

Controlled By:

Appointed By
Name:
National Australia Bank Limited

Licence Number:
000230686

ABN:
12 004 044 937

May advise on following product areas:
Non-basic Deposit Products
Non-Cash 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
Wide Bay Institute of TAFE
Diploma of Accounting
Deakin University
Diploma of Financial Planning
Kaplan
Graduate Diploma of Financial Planning
Kaplan Professional
Margin Lending and Geared Investments
ANZIIF
Tier 2 - General Insurance Compliance

Memberships
Association of Financial Advisers (AFA)