Kate Rebecca Borch
Financial Adviser in Beaumaris, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245893
- Location
- Beaumaris VIC 3193
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 6 May 2024
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Finance and Accounting), Deakin University (1999); Certified Practicing Accountants (CPA) Australia Program, CPA Australia (2003); Accountants Essential Advice, Integrity Education Group (2016); Master of Financial Planning, Kaplan Higher Education (2019); Accredited Aged Care Professional, Aged Care Steps (2022); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2022); Accredited Listed Product Adviser Program, Kaplan Professional (2024)
- Memberships
- CPA Australia (CPA)
- 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 Rebecca Borch
Kate Rebecca Borch is a financial adviser in Beaumaris, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001245893.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 6 May 2024.
The register records 2016 as the year Kate first provided financial advice. The qualifications listed for Kate include Bachelor of Commerce (Finance and Accounting) (Deakin University, 1999), Certified Practicing Accountants (CPA) Australia Program (CPA Australia, 2003) and Accountants Essential Advice (Integrity Education Group, 2016). Professional memberships recorded: CPA Australia (CPA).
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 Rebecca Borch a registered financial adviser?
Yes. Kate Rebecca Borch is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245893.
Which licensee does Kate Rebecca Borch work under?
Count Financial Limited, Australian financial services licence 227232.
What can Kate Rebecca Borch 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.