Kathleen Renee Adams
Financial Adviser in Birtinya, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004160
- Location
- Birtinya QLD 4575
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 30 November 2017
- First provided advice
- 2005
- Qualifications
- Self Managed Superannuation Funds, Tribeca Learning (Aust) Pty Ltd (2005); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2017); Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2019); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2021)
- Advice areas
- superannuation, 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 Kathleen Renee Adams
Kathleen Renee Adams is a financial adviser in Birtinya, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001004160.
Kathleen provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 30 November 2017.
According to the register, Kathleen first provided financial advice in 2005. Qualifications and training on file include Self Managed Superannuation Funds (Tribeca Learning (Aust) Pty Ltd, 2005), Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008) and Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2017).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Renee Adams a registered financial adviser?
Yes. Kathleen Renee Adams is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004160.
Which licensee does Kathleen Renee Adams work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Kathleen Renee Adams give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.