Kathryn Price
Financial Adviser in Boronia, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267201
- Location
- Boronia VIC 3155
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 13 December 2021
- First provided advice
- 2018
- Qualifications
- Bachelor of Applied Science, RMIT University (1995); Graduate Diploma in Business (Management), Monash University (2001); Diploma of Financial Services (Financial Planning), Securities Institute Education (2005); Diploma of Financial Planning (DFP1-3), Kaplan Professional (2017); Commercial Law Course, Kaplan Professional (2018); Securities and Managed Investments Program (DFP4), Kaplan Professional (2018); Tax for Financial Advising, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Kathryn Price
Kathryn Price is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Boronia, Victoria (adviser number 001267201).
Kathryn provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 13 December 2021.
According to the register, Kathryn first provided financial advice in 2018. The qualifications listed for Kathryn include Bachelor of Applied Science (RMIT University, 1995), Graduate Diploma in Business (Management) (Monash University, 2001) and Diploma of Financial Services (Financial Planning) (Securities Institute Education, 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment 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.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Kathryn Price a registered financial adviser?
Yes. Kathryn Price is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267201.
Which licensee does Kathryn Price work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Kathryn Price give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."