Hannah Kate Waller
Financial Adviser in Dulwich, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001236572
- Location
- Dulwich SA 5065
- Licensee
- HLB Mann Judd WM (SA) Pty Ltd (AFSL 536120)
- Authorised since
- 5 June 2023
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning (Financial Services), Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Bachelor of Commerce (Business Law), Curtin University (2017); Life Risk Specialist Program, Financial Planning Association of Australia (2018); Certified Financial Planner, Financial Planning Institute of Australia (2019); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Hannah Kate Waller
Hannah Kate Waller is a financial adviser in Dulwich, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001236572.
The licensee Hannah advises under is HLB Mann Judd WM (SA) Pty Ltd (AFS licence 536120). That authorisation dates from 5 June 2023.
The register records 2015 as the year Hannah first provided financial advice. The qualifications listed for Hannah include Diploma of Financial Planning (Financial Services) (Kaplan Professional, 2012), Advanced Diploma of Financial Planning (Kaplan Professional, 2013) and Bachelor of Commerce (Business Law) (Curtin University, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Hannah Kate Waller a registered financial adviser?
Yes. Hannah Kate Waller is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001236572.
Which licensee does Hannah Kate Waller work under?
HLB Mann Judd WM (SA) Pty Ltd, Australian financial services licence 536120.
What can Hannah Kate Waller give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.