Katrina Emily Bacon – Financial Adviser

Adviser identifying number: 1002281
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: KPMG SUPERANNUATION SERVICES PTY LIMITED
Licence number: 241366
Licensee’s ABN: 90094584755
Licence controlled by: KPMG HOLDINGS (AUSTRALIA) PTY LTD

The date the Financial Adviser commenced the appointment: 01/06/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KPMG SUPERANNUATION SERVICES PTY LIMITED
Authorised Representative identifying number: 241366
Authorised Representative’s ABN: 90094584755

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:

  • Diploma of Financial Services – FINSIA
  • Fellow of Actuarial Institute (Australia) – Actuarial Institute (Australia)
  • Fellow of the Institute of Actuaries – Institute of Actuaries (UK)
  • Master of Engineering – University of Oxford

Relevant memberships of professional bodies or industry associations:

  • Actuarial Institute (Australia)
  • Chartered Accountants Australia and New Zealand (CA)
  • Institute of Actuaries (UK)

Katrina Emily Bacon is authorised to provide advices on following products:

  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Superannuation