Katherine Boland
Financial Adviser in Midland, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000268611
- Location
- Midland WA 6056
- Licensee
- Complete Financial Planning Pty Ltd (AFSL 246725)
- Authorised since
- 2 March 2004
- First provided advice
- 2004
- Qualifications
- Dipolma of Financial Services (FP), Integratec (2004); Advanced Diploma of Financial Services (FP), Tribeca (2006); Margin Lending and Geared Investments, Kplan (2010); Fellow Chartered Financial Practitioner, AFA (2016); Graduate Diploma of Financial Planning, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending
- Restriction
- Doesn't provide advice in relation to Self Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Katherine Boland
Katherine Boland is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Midland, Western Australia (adviser number 000268611).
Advice is given under the Australian financial services licence of Complete Financial Planning Pty Ltd, licence number 246725. The current authorisation started on 2 March 2004.
According to the register, Katherine first provided financial advice in 2004. The qualifications listed for Katherine include Dipolma of Financial Services (FP) (Integratec, 2004), Advanced Diploma of Financial Services (FP) (Tribeca, 2006) and Margin Lending and Geared Investments (Kplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
A further restriction is recorded on the register: “Doesn’t provide advice in relation to Self Managed Superannuation Funds.”
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Questions people ask
Is Katherine Boland a registered financial adviser?
Yes. Katherine Boland is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000268611.
Which licensee does Katherine Boland work under?
Complete Financial Planning Pty Ltd, Australian financial services licence 246725.
What can Katherine Boland give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending. It also records this restriction: "Doesn't provide advice in relation to Self Managed Superannuation Funds."