Katherine Mary Vallance – Financial Adviser
Adviser identifying number: 314861
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005
Name of the licence holder: LINK ADVICE PTY LTD
Licence number: 258145
Licensee’s ABN: 36105811836
Licence controlled by: AUSTRALIAN ADMINISTRATION SERVICES PTY. LIMITED
The date the Financial Adviser commenced the appointment: 01/06/2015
The date the Financial Adviser ceased the appointment: 31/03/2016
Name of the Authorised Representative: LINK ADVICE PTY LTD
Authorised Representative identifying number: 000258145
Authorised Representative’s ABN: 36105811836
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 Science – University of London
- DFP5v1 Tax for Financial Advising – Kaplan Professional
- Graduate Diploma in Financial Planning – FINSIA
- Securities & Managed Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Katherine Mary Vallance is authorised to provide advices on following products: