KATERINA SOUSALIS

Financial Adviser · Upper Mount Gravatt, QLD

Registered

Registration Number

000236867

Registration Status

Registered

Location

Upper Mount Gravatt, QLD 4122

Providing Advice Since

2003

Registration Date

01/10/2003

Financial Services Licensee

MODORAS PTY LTD

Licence #000233209

📚 Qualifications & Training

1995 - Bachelor of Visual Arts - Majoring in Interior Design - - Griffith University
2005 - Diploma of Financial Planning - - Deakin University
2011 - Certificate IV in Financial Services (Finance and Mortgage Broking) - - Kaplan Professional

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.