KATE ISABELLE GALLAGHER

Financial Adviser ยท Brisbane City, QLD

Not Registered

Registration Number

001310149

Registration Status

Not Registered

Location

Brisbane City, QLD 4000

Registration Date

02/07/2024

Financial Services Licensee

MCPHERSON & ASSOCIATES PTY. LTD.

Licence #000229883

๐Ÿ“š Qualifications & Training

2019 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Queensland
2019 - Bachelor of Science (Psychology) - Bachelor Degree (AQF 7) - University of Queensland
2022 - Graduate Diploma in Business (Financial Planning) - Graduate Diploma (AQF 8) - Queensland University of Technology

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.