Kathy Porter
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003712
- Location
- Adelaide SA 5000
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 28 September 2020
- First provided advice
- 2008
- Qualifications
- Certificate of Superannuation Management, ASFA (1991); Diploma of Finanical Planning, FPA (2000); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2020); Master of Financial Planning, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Kathy Porter
Kathy Porter is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001003712).
Advice is given under the Australian financial services licence of Perpetual Trustee Company Limited, licence number 236643. That authorisation dates from 28 September 2020.
The register records 2008 as the year Kathy first provided financial advice. The qualifications listed for Kathy include Certificate of Superannuation Management (ASFA, 1991), Diploma of Finanical Planning (FPA, 2000) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Kathy is authorised to advise on superannuation, securities, managed investment schemes, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Porter a registered financial adviser?
Yes. Kathy Porter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003712.
Which licensee does Kathy Porter work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Kathy Porter give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives; managed discretionary account services.