KATHERINE BOLAND
Financial Adviser · Midland, WA
📚 Qualifications & Training
2004 - Dipolma of Financial Services (FP) - - Integratec
2006 - Advanced Diploma of Financial Services (FP) - - Tribeca
2010 - Margin Lending and Geared Investments - - Kplan
2016 - Fellow Chartered Financial Practitioner - - AFA
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.