Kate O’callaghan – Financial Adviser

Adviser identifying number: 1005009
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: JBWERE LTD
Licence number: 341162
Licensee’s ABN: 68137978360
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 29/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: JBWERE LTD
Authorised Representative identifying number: 000341162
Authorised Representative’s ABN: 68137978360

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:

• Diploma of Financial Planning – Financial Planning Association of Australia, Deakin University
• Master of Financial Planning – University of Sunshine Coast

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Kate O’callaghan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Deposit & Payment Products – Non-Cash Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility