Kathleen Helen Massasso
Financial Adviser in St Leonards, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001262910
- Location
- St Leonards NSW 2065
- Licensee
- Sage Alliance Pty Limited (AFSL 453863)
- Authorised since
- 26 March 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce, University of Sydney (1997); Diploma of Financial Planning, CPA Australia (2017); thics and Professionalism in Financial Advice, Kaplan (2025)
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Kathleen Helen Massasso
On the Financial Advisers Register kept by ASIC, Kathleen Helen Massasso appears as a current financial adviser in St Leonards, New South Wales, adviser number 001262910.
Advice is given under the Australian financial services licence of Sage Alliance Pty Limited, licence number 453863. That authorisation dates from 26 March 2018.
According to the register, Kathleen first provided financial advice in 2018. Qualifications and training on file include Bachelor of Commerce (University of Sydney, 1997), Diploma of Financial Planning (CPA Australia, 2017) and thics and Professionalism in Financial Advice (Kaplan, 2025). Kathleen is recorded as a member of 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kathleen Helen Massasso a registered financial adviser?
Yes. Kathleen Helen Massasso is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001262910.
Which licensee does Kathleen Helen Massasso work under?
Sage Alliance Pty Limited, Australian financial services licence 453863.
What can Kathleen Helen Massasso 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; derivatives.