Katrina Wroe – Financial Adviser
Adviser identifying number: 253523
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1997
Name of the licence holder: FINDEX ADVICE SERVICES PTY LTD
Licence number: 243253
Licensee’s ABN: 88090684521
Licence controlled by: FINDEX GROUP LIMITED
The date the Financial Adviser commenced the appointment: 01/03/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINDEX ADVICE SERVICES PTY LTD
Authorised Representative identifying number: 243253
Authorised Representative’s ABN: 88090684521
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:
- CFP – Financial Planning Association of Australia (FPA)
- Diploma in Financial Markets – Securities Institute of Australia
- Diploma in Financial Planning – RMIT University
- Master in Financial Planning – RMIT University
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Katrina Wroe 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
- Managed Investment Schemes / MDA Services
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility
- Old Law Securities Options Contracts and Warrants Securities