Kate Rebecca Borch – Financial Adviser
Adviser identifying number: 1245893
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: FINDEX ADVICE SERVICES PTY LTD
Licence number: 243253
Licensee’s ABN: 88090684521
Licence controlled by: FINDEX GROUP LIMITED
The date the Financial Adviser commenced the appointment: 19/01/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINDEX ADVICE SERVICES PTY LTD
Authorised Representative identifying number: 243253
Authorised Representative’s ABN: 88090684521
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:
- Accountants Essential Advice – Integrity Education Group
- Bachelor of Commerce – Deakin University
- SMSF Core Course – DBA Network
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Kate Rebecca Borch is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Managed Investment Schemes / MDA Services
- Securities
- Superannuation