Kate Wilschut – Financial Adviser

Adviser identifying number: 269186
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 19/11/2015
The date the Financial Adviser ceased the appointment: 28/09/2016
Name of the Authorised Representative: GWM ADVISER SERVICES LIMITED
Authorised Representative identifying number: 000230692
Authorised Representative’s ABN: 96002071749

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 Accounting – Wide Bay Institute of TAFE
  • Diploma of Financial Planning – Deakin University
  • Graduate Diploma of Financial Planning – Kaplan
  • Margin Lending and Geared Investments – Kaplan Professional
  • Tier 2 – General Insurance Compliance – ANZIIF

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Kate Wilschut is authorised to provide advices on following products: