Kate Louise Golder – Financial Adviser
Adviser identifying number: 1005743
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: AFFINITY WEALTH SERVICES PTY LTD
Licence number: 402370
Licensee’s ABN: 59133479115
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/07/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINITY WEALTH SERVICES PTY LTD
Authorised Representative identifying number: 402370
Authorised Representative’s ABN: 59133479115
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 Arts – University of Queensland
- Bachelor of Commerce – University of Queensland
- Certified Financial Planner – Financial Planning Association
- Graduate Diploma of Financial Planning – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Kate Louise Golder 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility