Kate Elizabeth Trost
Financial Adviser in Eumundi, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000465078
- Location
- Eumundi QLD 4562
- Licensee
- JSW Partners Pty Ltd (AFSL 527791)
- Authorised since
- 18 April 2021
- First provided advice
- 2014
- Qualifications
- Bachelor of Business (Financial Planning), University of the Sunshine Coast (2012); Self Managed Superannuation Funds, Kaplan (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- Memberships
- TPB
- 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 Kate Elizabeth Trost
On the Financial Advisers Register kept by ASIC, Kate Elizabeth Trost appears as a current financial adviser in Eumundi, Queensland, adviser number 000465078.
Advice is given under the Australian financial services licence of JSW Partners Pty Ltd, licence number 527791. That authorisation dates from 18 April 2021.
According to the register, Kate first provided financial advice in 2014. Qualifications and training on file include Bachelor of Business (Financial Planning) (University of the Sunshine Coast, 2012), Self Managed Superannuation Funds (Kaplan, 2018) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2025). Kate is recorded as a member of TPB.
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 Kate Elizabeth Trost a registered financial adviser?
Yes. Kate Elizabeth Trost is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000465078.
Which licensee does Kate Elizabeth Trost work under?
JSW Partners Pty Ltd, Australian financial services licence 527791.
What can Kate Elizabeth Trost 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.