Katie Leigh McKenna

Financial Adviser in Maryborough, Queensland, Australia

Review Katie Leigh McKenna

Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.

Australian Securities and Investments Commission (ASIC)

Adviser number000294074

Currenton the register
Location
Maryborough QLD 4650
Licensee
First Mutual Australia Pty Ltd (AFSL 423710)
Authorised since
2 July 2026
First provided advice
2005
Qualifications
Diploma of Financial Services (Financial Planning), Tribeca (2005); Certificate IV in Financial Planning, Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2008)
Memberships
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
Copied from the public register on 24 October 2026. Check it on the official register

About Katie Leigh McKenna

Katie Leigh McKenna is a financial adviser in Maryborough, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000294074.

The licensee Katie advises under is First Mutual Australia Pty Ltd (AFS licence 423710). That authorisation dates from 2 July 2026.

According to the register, Katie first provided financial advice in 2005. The qualifications listed for Katie include Diploma of Financial Services (Financial Planning) (Tribeca, 2005), Certificate IV in Financial Planning (Tribeca, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2008). 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 deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.

Reviews

Nobody has reviewed Katie Leigh McKenna here yet. If you have used them, tap the stars above and say how it went.

Questions people ask

Is Katie Leigh McKenna a registered financial adviser?

Yes. Katie Leigh McKenna is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000294074.

Which licensee does Katie Leigh McKenna work under?

First Mutual Australia Pty Ltd, Australian financial services licence 423710.

What can Katie Leigh McKenna 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.