Katharine Helen Duff Fasal – Financial Adviser

Adviser identifying number: 1250206
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: DEALERSHIP SERVICES PTY LTD
Licence number: 489933
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SPECIALIST WEALTH GROUP PTY LIMITED
Authorised Representative identifying number: 449142
Authorised Representative’s ABN: 17152691711

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:

• Accredited Derivatives Adviser Level 1 – Kaplan
• Bacholar of Art (Hons) – Kings College- University of London
• Diploma of Financial Service (Financial Planning) – Kaplan
• Margin Lending Accreditation – Deakin Prime

Relevant memberships of professional bodies or industry associations:

Katharine Helen Duff Fasal is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Foreign Exchange Contracts
• 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility