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