Katherine Spitzkowsky
Financial Adviser in Brunswick East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001269177
- Location
- Brunswick East VIC 3057
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 16 July 2024
- First provided advice
- 2018
- Qualifications
- Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (2016); Tax for financial advising, Kaplan (2018)
- 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
- Restriction
- Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Katherine Spitzkowsky
Katherine Spitzkowsky is a financial adviser in Brunswick East, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001269177.
Advice is given under the Australian financial services licence of Finchley & Kent Pty Ltd, licence number 555169. The current authorisation started on 16 July 2024.
The register records 2018 as the year Katherine first provided financial advice. The qualifications listed for Katherine include Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology, 2016) and Tax for financial advising (Kaplan, 2018). Katherine is recorded as a member of 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: “Self-Managed Superannuation Funds.”
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Questions people ask
Is Katherine Spitzkowsky a registered financial adviser?
Yes. Katherine Spitzkowsky is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269177.
Which licensee does Katherine Spitzkowsky work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Katherine Spitzkowsky 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. It also records this restriction: "Self-Managed Superannuation Funds."