Katrina Jane Van Gunst – Financial Adviser
Adviser identifying number: 1001063
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: PHILLIPSONS FINANCIAL PLANNING PTY LTD
Licence number: 332836
Licensee’s ABN: 87103720181
Licence controlled by: PHILLIPSONS ACCOUNTING SERVICES PTY LTD
The date the Financial Adviser commenced the appointment: 01/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIPSONS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 332836
Authorised Representative’s ABN: 87103720181
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma Financial Services (Financial Planning) – GWM Adviser Services Limited
- Diploma of Share Trading & Investment – Wealth Within Institute
- SMSF Specialist Adviser – SMSF Association
Relevant memberships of professional bodies or industry associations:
- Financial Planning Association of Australia (FPA)
- SMSF Association
Katrina Jane Van Gunst is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation