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: PPS LIFESTYLE SOLUTIONS PTY LTD
Licence number: 247839
Licensee’s ABN: 13051228641
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 20/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PPS LIFESTYLE SOLUTIONS PTY LTD
Authorised Representative identifying number: 247839
Authorised Representative’s ABN: 13051228641

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
  • Superannuation