Katrina Marie Robbins – Financial Adviser

Adviser identifying number: 285950
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: FINANCIAL WISDOM LIMITED
Licence number: 231138
Licensee’s ABN: 70006646108
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA

The date the Financial Adviser commenced the appointment: 16/04/2014
The date the Financial Adviser ceased the appointment: 29/07/2015
Name of the Authorised Representative: FINANCIAL WISDOM LIMITED
Authorised Representative identifying number: 000231138
Authorised Representative’s ABN: 70006646108

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:

  • Accredited Listed Product Adviser Program – Kaplan
  • Certified Financial Planner – Financial Planning Association of Australia
  • Diploma of Financial Planning – Financial Planning Association
  • Margin Lending and Geared Investments – Kaplan
  • SMSF Specialist Advisor – Self Managed Super Fund Assoication

Relevant memberships of professional bodies or industry associations:

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

Katrina Marie Robbins is authorised to provide advices on following products: