KATRINA JANE VAN GUNST

Financial Adviser · Sale, VIC

Registered

Registration Number

001001063

Registration Status

Registered

Location

Sale, VIC 3850

Providing Advice Since

2010

Registration Date

01/10/2010

Financial Services Licensee

PHILLIPSONS FINANCIAL PLANNING PTY LTD

Licence #000332836

ABN (Australian Business Number)

12951550042

📚 Qualifications & Training

2011 - Advanced Diploma Financial Services (Financial Planning) - - GWM Adviser Services Limited
2013 - Diploma of Share Trading & Investment - - Wealth Within Institute
2014 - SMSF Specialist Adviser - - SMSF Association
2018 - Graduate Diploma Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional

🏢 Professional Memberships

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.