Katherine Adderley – Financial Adviser

Adviser identifying number: 241834
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: NOW FINANCIAL GROUP PTY LIMITED
Licence number: 411227
Licensee’s ABN: 39152605555
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/12/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: NOW FINANCIAL GROUP PTY LIMITED
Authorised Representative identifying number: 411227
Authorised Representative’s ABN: 39152605555

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:

• Certificate IV in Assessment & Workplace Training – Quality Training Company
• Certificate in Applied SMSF Advice – Tower Trust
• Certified Financial Planner – FPA
• Diploma of Financial Planning – Deakin University/FPA
• Margin Lending & Geared Investments – Kaplan Professional

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

Katherine Adderley 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
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility