Kate Margret Phillips
Financial Adviser in Norwood, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000281724
- Location
- Norwood SA 5067
- Licensee
- Paragem Pty Limited (AFSL 297276)
- Authorised since
- 1 December 2022
- First provided advice
- 2005
- Qualifications
- Bachelor of Education, University of South Australia (1999); Advanced Diploma of Financial Planning FNS60404, Tribeca (2006); Diploma of Financial Planning FNS50804, Tribeca (2006); Financial Behaviour and Decision Making, Deakin University (2021); Ethics for Financial Services, Deakin University (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Margret Phillips
Kate Margret Phillips is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Norwood, South Australia (adviser number 000281724).
The licensee Kate advises under is Paragem Pty Limited (AFS licence 297276). That authorisation dates from 1 December 2022.
The register records 2005 as the year Kate first provided financial advice. The qualifications listed for Kate include Bachelor of Education (University of South Australia, 1999), Advanced Diploma of Financial Planning FNS60404 (Tribeca, 2006) and Diploma of Financial Planning FNS50804 (Tribeca, 2006). Kate is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Kate Margret Phillips a registered financial adviser?
Yes. Kate Margret Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000281724.
Which licensee does Kate Margret Phillips work under?
Paragem Pty Limited, Australian financial services licence 297276.
What can Kate Margret Phillips 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.