Kate Borch Financial Planner Report

Name:
Kate Rebecca Borch

Rep Number:
001245893

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2017-01-19 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
Managed Investment Schemes, including IDPS
MDA Services
Securities
Superannuation

Qualifications
Integrity Education Group
Accountants Essential Advice
Deakin University
Bachelor of Commerce
DBA Network
SMSF Core Course

Memberships
CPA Australia (CPA)