Katrina Jane Van Gunst – Financial Adviser

Adviser identifying number: 1001063
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: PHILLIPSONS FINANCIAL PLANNING PTY LTD
Licence number: 332836
Licensee’s ABN: 87103720181
Licence controlled by: PHILLIPSONS ACCOUNTING SERVICES PTY LTD

The date the Financial Adviser commenced the appointment: 01/10/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PHILLIPSONS FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 332836
Authorised Representative’s ABN: 87103720181

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:

• Advanced Diploma Financial Services (Financial Planning) – GWM Adviser Services Limited
• Diploma of Share Trading & Investment – Wealth Within Institute
• SMSF Specialist Adviser – SMSF Association

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Katrina Jane Van Gunst 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