Katherine Vallance Financial Planner Report

Name:
Katherine Mary Vallance

Rep Number:
000314861

Status:
Current

First Advice:
2005

Disciplinary action:
No action

Most Recent Role:
2016-05-23 onwards

Location:
Perth, , WA, 0

Licensee
Name:

Number:
000232514

ABN:
54 007 016 195

Controlled By:

Appointed By
Name:
Industry Fund Services Limited

Licence Number:
000232514

ABN:
54 007 016 195

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
Securities
Superannuation

Qualifications
University of London
Bachelor of Science
Kaplan Professional
DFP5v1 Tax for Financial Advising
FINSIA
Graduate Diploma in Financial Planning
Kaplan Professional
Securities & Managed Investments