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