KATHERINE ALICE STYLES

Financial Adviser · Notting Hill, VIC

Registered

Registration Number

001235346

Registration Status

Registered

Location

Notting Hill, VIC 3168

Providing Advice Since

2015

Registration Date

14/09/2015

Financial Services Licensee

APOGEE FINANCIAL PLANNING PTY LTD

Licence #000230689

📚 Qualifications & Training

2005 - MLC101 Business Law - Bachelor Degree (AQF 7) - Deakin University
2006 - MLC301 Principles of Income Tax Law - Bachelor Degree (AQF 7) - Deakin University
2008 - Bachelor of Commerce (majoring in Accounting, Finance & Financial Planning) - Bachelor Degree (AQF 7) - Deakin University
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.