Kate Olivia Mantarro
Financial Adviser in Sydney, New South Wales, Australia
Review Kate Olivia Mantarro
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 number001004229
- Location
- Sydney NSW 2000
- Licensee
- Trilogy & Co Pty Ltd (AFSL 516102)
- Authorised since
- 8 November 2023
- First provided advice
- 2005
- Qualifications
- Bachelor of Commerce (Finance and Economics), University of Wollongong (2003); Diploma of Financial Planning, Tribeca Learning (2004); Advanced Diploma of Financial Planning, Kaplan Professional Education (2005); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Certified Financial Planner, Financial Planning Association of Australia (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Life Risk Specialist
- 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 Olivia Mantarro
Kate Olivia Mantarro is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004229.
The licensee Kate advises under is Trilogy & Co Pty Ltd (AFS licence 516102). That authorisation dates from 8 November 2023.
According to the register, Kate first provided financial advice in 2005. Qualifications and training on file include Bachelor of Commerce (Finance and Economics) (University of Wollongong, 2003), Diploma of Financial Planning (Tribeca Learning, 2004) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2005). Kate is recorded as a member of Financial Advice Association of Australia (FAAA) and Life Risk Specialist.
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.
Reviews
Nobody has reviewed Kate Olivia Mantarro here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Kate Olivia Mantarro a registered financial adviser?
Yes. Kate Olivia Mantarro is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004229.
Which licensee does Kate Olivia Mantarro work under?
Trilogy & Co Pty Ltd, Australian financial services licence 516102.
What can Kate Olivia Mantarro 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.