Kate Fellows
Financial Adviser in Chadstone, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000436914
- Location
- Chadstone VIC 3148
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 14 April 2026
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Banking & Finance), Monash University (1997); Margin Lending, Integrity Education Group (2017); Self Managed Superannuation Funds, Integrity Education Group (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2025)
- 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, standard margin lending
- Restriction
- One off licensee approval is required for all products which are not on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kate Fellows
On the Financial Advisers Register kept by ASIC, Kate Fellows appears as a current financial adviser in Chadstone, Victoria, adviser number 000436914.
Kate provides advice as an authorised representative of Akumin Financial Planning Pty Limited, which holds Australian financial services licence 232706. The current authorisation started on 14 April 2026.
According to the register, Kate first provided financial advice in 2005. The qualifications listed for Kate include Bachelor of Business (Banking & Finance) (Monash University, 1997), Margin Lending (Integrity Education Group, 2017) and Self Managed Superannuation Funds (Integrity Education Group, 2017).
Kate is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are not on the approved product list.”
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Questions people ask
Is Kate Fellows a registered financial adviser?
Yes. Kate Fellows is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436914.
Which licensee does Kate Fellows work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Kate Fellows 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; standard margin lending. It also records this restriction: "One off licensee approval is required for all products which are not on the approved product list."