Katherine Marie Burns – Financial Adviser

Adviser identifying number: 1006346
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: CEZANNE INVESTMENT PRODUCT MANAGEMENT PTY LTD
Licence number: 406771
Licensee’s ABN: 25149533184
Licence controlled by: GERALDINE ALLEN

The date the Financial Adviser commenced the appointment: 29/07/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CEZANNE INVESTMENT PRODUCT MANAGEMENT PTY LTD
Authorised Representative identifying number: 406771
Authorised Representative’s ABN: 25149533184

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:

• Bachelor of Commerce – University of New South Wales
• Diploma in Financial Planning – Kaplan
• Master of Business Administration – AGSM
• Master of Taxation – University of Sydney

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Katherine Marie Burns is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation