KATE-LYN BEYERS

Financial Adviser Β· Brisbane, QLD

Registered

Registration Number

001292808

Registration Status

Registered

Location

Brisbane, QLD 4000

Providing Advice Since

2021

Registration Date

08/09/2021

Financial Services Licensee

MWM CAPITAL PTY LTD

Licence #000511851

πŸ“š Qualifications & Training

2013 - Bachelor of Business Management (Majoring in Business Economics) - Bachelor Degree (AQF 7) - University of Queensland
2013 - Bachelor of Commerce (Majoring in Accounting and Finance) - Bachelor Degree (AQF 7) - University of Queensland
2017 - Master of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - KAPLAN

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.