Kathryn Elise Liebezeit
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245498
- Location
- Adelaide SA 5000
- Licensee
- Halpin Wealth Partners Pty Ltd (AFSL 517210)
- Authorised since
- 6 September 2022
- First provided advice
- 1998
- Qualifications
- Bachelor of Science (Mathematical and Computer Sciences), University of Adelaide (1997); Diploma of Financial Planning, Deakin (1999); CFP Certification Program, Financial Planning Association of Australia (2002); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2021)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Kathryn Elise Liebezeit
On the Financial Advisers Register kept by ASIC, Kathryn Elise Liebezeit appears as a current financial adviser in Adelaide, South Australia, adviser number 000245498.
Advice is given under the Australian financial services licence of Halpin Wealth Partners Pty Ltd, licence number 517210. That authorisation dates from 6 September 2022.
The register records 1998 as the year Kathryn first provided financial advice. The qualifications listed for Kathryn include Bachelor of Science (Mathematical and Computer Sciences) (University of Adelaide, 1997), Diploma of Financial Planning (Deakin, 1999) and CFP Certification Program (Financial Planning Association of Australia, 2002). Kathryn is recorded as a member of Financial Advice Association of Australia (FAAA).
Kathryn is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kathryn Elise Liebezeit a registered financial adviser?
Yes. Kathryn Elise Liebezeit is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245498.
Which licensee does Kathryn Elise Liebezeit work under?
Halpin Wealth Partners Pty Ltd, Australian financial services licence 517210.
What can Kathryn Elise Liebezeit 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.