Katerina Anne Kimmorley
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242666
- Location
- Southport QLD 4215
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 13 February 2026
- First provided advice
- 1992
- Qualifications
- Diploma of Financial Planning, FPA Australia (1999); Accredited Listed Product Adviser Program, Kaplan Professional (2014); Self Managed Superannuation Funds Program, Kaplan Professional (2014); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Economic and Legal Context for Financial Planning Course (FPC001B), Kaplan Higher Education (2022); Insurance Advice Course (FPC004), Kaplan Higher Education (2023)
- Memberships
- Certified Financial Planner (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Katerina Anne Kimmorley
Katerina Anne Kimmorley is a financial adviser in Southport, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000242666.
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. The current authorisation started on 13 February 2026.
According to the register, Katerina first provided financial advice in 1992. The qualifications listed for Katerina include Diploma of Financial Planning (FPA Australia, 1999), Accredited Listed Product Adviser Program (Kaplan Professional, 2014) and Self Managed Superannuation Funds Program (Kaplan Professional, 2014). Katerina is recorded as a member of Certified Financial Planner (CFP) of FAAA.
Katerina is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Katerina Anne Kimmorley a registered financial adviser?
Yes. Katerina Anne Kimmorley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242666.
Which licensee does Katerina Anne Kimmorley work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Katerina Anne Kimmorley give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.