Kate Dundon – Financial Adviser

Adviser identifying number: 1245202
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: INDUSTRY FUND SERVICES LIMITED
Licence number: 232514
Licensee’s ABN: 54007016195
Licence controlled by: INDUSTRY SUPER HOLDINGS PTY. LTD.

The date the Financial Adviser commenced the appointment: 18/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INDUSTRY FUND SERVICES LIMITED
Authorised Representative identifying number: 232514
Authorised Representative’s ABN: 54007016195

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 of Financial Planning – Kaplan Professional
• Diploma of Financial Planning – Kaplan Professional
• Estate Planning – Kaplan Professional
• Securities and Managed Investments – Kaplan Professional
• Tax for Financial Advising – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Kate Dundon 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
• Securities
• Superannuation