Kate Louise Golder
Financial Adviser in Brisbane City, Queensland, Australia
Review Kate Louise Golder
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001005743
- Location
- Brisbane City QLD 4000
- Licensee
- Alteris Financial Group Pty Ltd (AFSL 402370)
- Authorised since
- 1 July 2011
- First provided advice
- 2004
- Qualifications
- Bachelor of Arts, University of Queensland (1999); Bachelor of Commerce, University of Queensland (1999); Graduate Diploma of Financial Planning, Securities Institute of Australia (2003); Certified Financial Planner, Financial Planning Association (2004)
- Memberships
- Australian Institute of Company Directors (AICD); Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kate Louise Golder
Kate Louise Golder is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane City, Queensland (adviser number 001005743).
The licensee Kate advises under is Alteris Financial Group Pty Ltd (AFS licence 402370). The current authorisation started on 1 July 2011.
The register records 2004 as the year Kate first provided financial advice. Qualifications and training on file include Bachelor of Arts (University of Queensland, 1999), Bachelor of Commerce (University of Queensland, 1999) and Graduate Diploma of Financial Planning (Securities Institute of Australia, 2003). Kate is recorded as a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice 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.
Reviews
Nobody has reviewed Kate Louise Golder here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Kate Louise Golder a registered financial adviser?
Yes. Kate Louise Golder is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005743.
Which licensee does Kate Louise Golder work under?
Alteris Financial Group Pty Ltd, Australian financial services licence 402370.
What can Kate Louise Golder 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.