Kate Alice Edwards – Financial Adviser

Adviser identifying number: 1234668
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: PORTFOLIO PLANNING SOLUTIONS LTD
Licence number: 255027
Licensee’s ABN: 83008007387
Licence controlled by:

The date the Financial Adviser commenced the appointment: 20/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PORTFOLIO PLANNING SOLUTIONS LTD
Authorised Representative identifying number: 255027
Authorised Representative’s ABN: 83008007387

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:

• Bachelor of Commerce – Flinders University
• Bachelor of Commerce – Flinders University
• Graduate Diploma of Financial Planning – Kaplan
• Graduate Diploma of Financial Planning – Kaplan

Relevant memberships of professional bodies or industry associations:

• Financial Planner AFP (FPA)
• Financial Planner AFP (FPA)

Kate Alice Edwards 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