KATE LOUISE GOLDER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Arts - - University of Queensland
1999 - Bachelor of Commerce - - University of Queensland
2003 - Graduate Diploma of Financial Planning - - Securities Institute of Australia
2004 - Certified Financial Planner - - Financial Planning Association
🏢 Professional Memberships
Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
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.