KATE CURTAIN

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

001244189

Registration Status

Registered

Location

Brisbane, QLD 4001

Providing Advice Since

2016

Registration Date

01/07/2016

Financial Services Licensee

PERSONAL FINANCIAL SERVICES LTD

Licence #000234459

πŸ“š Qualifications & Training

2012 - Financial Services Training Package - - Terra Cordis
2012 - SMSF Specialist Advisor - - SMSF Association
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional

🏒 Professional Memberships

SMSF Association

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.