Kathryn Haas Financial Planner Report

Name:
Kathryn Mary Haas

Rep Number:
000285505

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2017-03-23 onwards

Licensee
Name:

Number:
000230323

ABN:
65 006 373 995

Controlled By:

Appointed By
Name:
Consultum Financial Advisers Pty Ltd

Licence Number:
000230323

ABN:
65 006 373 995

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
Financial Planning Standards Board
CFP - Certified Financial Planner
FPA
Diploma of Financial Planning
MLC
Margin Lending
Tribeca
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)