Katie Clifton – Financial Adviser

Adviser identifying number: 302452
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: SUPER ADVICE SERVICES PTY LTD
Licence number: 283049
Licensee’s ABN: 99111384519
Licence controlled by: SUPER ADVICE CORPORATE SERVICES PTY LTD

The date the Financial Adviser commenced the appointment: 22/06/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SUPER ADVICE CORPORATE SERVICES PTY LTD
Authorised Representative identifying number: 245602
Authorised Representative’s ABN: 89064182556

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 of Superannuation Management – Association of Superannuation Funds of Australia (ASFA)
• Diploma Financial Services Modules 1 & 4 (Tier 1) – Quantum Financial Services Australia P/L
• Emerging Leader Development Program (Exec. Education Program) – Columbia Business School (New York, USA)
• Insurance and Risk Protection – Kaplan

Relevant memberships of professional bodies or industry associations:

Katie Clifton is authorised to provide advices on following products:

• Life Products / Life Risk Insurance Products
• Superannuation