Kathy Anne Havers
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000291318
- Location
- Melbourne VIC 3000
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 21 June 2019
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2000); Certified Financial Planner, Financial Planning Association of Australia (2004); Self Managed Superannuation Funds, Kaplan Professional Education (2009); DPML Margin Lending, Pinnacle Financial Services Academy (2010); Masters of Entrepreneurship and Innovation, Swinburne University (2011); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Australian Institute of Company Directors; 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 Kathy Anne Havers
Kathy Anne Havers is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000291318).
The licensee Kathy advises under is Viridian Advisory Pty Ltd (AFS licence 476223). The current authorisation started on 21 June 2019.
According to the register, Kathy first provided financial advice in 2001. Qualifications and training on file include Diploma of Financial Planning (Financial Planning Association of Australia, 2000), Certified Financial Planner (Financial Planning Association of Australia, 2004) and Self Managed Superannuation Funds (Kaplan Professional Education, 2009). Professional memberships recorded: Australian Institute of Company Directors and Financial Advice Association of Australia (FAAA).
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 Kathy Anne Havers a registered financial adviser?
Yes. Kathy Anne Havers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000291318.
Which licensee does Kathy Anne Havers work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Kathy Anne Havers 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.