Kathryn Willowhite
Financial Adviser in Murwillumbah, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001235738
- Location
- Murwillumbah NSW 2484
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 11 August 2021
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Planning, Kaplan Education Pty Limited (2014); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor (2016); Graduate Certificate in Financial Planning, Griffith University (2017); Master of Financial Planning, Griffith University (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kathryn Willowhite
Kathryn Willowhite is a financial adviser in Murwillumbah, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001235738.
The licensee Kathryn advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 11 August 2021.
The register records 2015 as the year Kathryn first provided financial advice. The qualifications listed for Kathryn include Diploma of Financial Planning (Kaplan Education Pty Limited, 2014), Self Managed Superannuation Fund Adviser (Personal Advice) (Mentor, 2016) and Graduate Certificate in Financial Planning (Griffith University, 2017).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 Willowhite a registered financial adviser?
Yes. Kathryn Willowhite is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235738.
Which licensee does Kathryn Willowhite work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Kathryn Willowhite 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.