Kathryn Fitch-Daniels
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333261
- Location
- Sydney NSW 2000
- Licensee
- Ethinvest Pty. Limited (AFSL 223718)
- Authorised since
- 26 April 2021
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2008); Certified Financial Planner, Financial Advice Association of Australia Limited (2008); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2014); Graduate Diploma in Financial Planning, Western Sydney University (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Responsible Investment Association Australasia (RIAA)
- 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 Fitch-Daniels
Kathryn Fitch-Daniels is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000333261).
The licensee Kathryn advises under is Ethinvest Pty. Limited (AFS licence 223718). The current authorisation started on 26 April 2021.
According to the register, Kathryn first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2007), Advanced Diploma of Financial Services (Financial Planning) (ThreeSixty, 2008) and Certified Financial Planner (Financial Advice Association of Australia Limited, 2008). Kathryn is recorded as a member of Financial Advice Association of Australia (FAAA) and Responsible Investment Association Australasia (RIAA).
The authorisation covers advice 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 Fitch-Daniels a registered financial adviser?
Yes. Kathryn Fitch-Daniels is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333261.
Which licensee does Kathryn Fitch-Daniels work under?
Ethinvest Pty. Limited, Australian financial services licence 223718.
What can Kathryn Fitch-Daniels 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.