Kathryn Trotter
Financial Adviser in Bunyip, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245603
- Location
- Bunyip VIC 3815
- Licensee
- Interprac Financial Planning Pty Ltd (AFSL 246638)
- Authorised since
- 1 September 2023
- First provided advice
- 2003
- Qualifications
- Diploma of Financial Services (Financial Planning), Integratec (2004); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2022)
- 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 Trotter
Kathryn Trotter is a financial adviser in Bunyip, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000245603.
Kathryn provides advice as an authorised representative of Interprac Financial Planning Pty Ltd, which holds Australian financial services licence 246638. The current authorisation started on 1 September 2023.
The register records 2003 as the year Kathryn first provided financial advice. The qualifications listed for Kathryn include Diploma of Financial Services (Financial Planning) (Integratec, 2004) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2022).
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 Trotter a registered financial adviser?
Yes. Kathryn Trotter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245603.
Which licensee does Kathryn Trotter work under?
Interprac Financial Planning Pty Ltd, Australian financial services licence 246638.
What can Kathryn Trotter 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.