Katie-Louise Frances Alifrangis
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000862
- Location
- Toowoomba QLD 4350
- Licensee
- Miq Private Wealth Pty Ltd (AFSL 504773)
- Authorised since
- 15 August 2022
- First provided advice
- 2005
- Qualifications
- Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2014); 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, standard margin lending, derivatives
- Restriction
- Excludes MDA Services and Advanced Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Katie-Louise Frances Alifrangis
On the Financial Advisers Register kept by ASIC, Katie-Louise Frances Alifrangis appears as a current financial adviser in Toowoomba, Queensland, adviser number 001000862.
The licensee Katie-Louise advises under is Miq Private Wealth Pty Ltd (AFS licence 504773). The current authorisation started on 15 August 2022.
The register records 2005 as the year Katie-Louise first provided financial advice. Qualifications and training on file include Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2010), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and Self Managed Superannuation Funds (Kaplan Education Pty Limited, 2014).
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.
The register adds a condition to this authorisation: “Excludes MDA Services and Advanced Derivatives.”
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Questions people ask
Is Katie-Louise Frances Alifrangis a registered financial adviser?
Yes. Katie-Louise Frances Alifrangis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000862.
Which licensee does Katie-Louise Frances Alifrangis work under?
Miq Private Wealth Pty Ltd, Australian financial services licence 504773.
What can Katie-Louise Frances Alifrangis give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; standard margin lending; derivatives. It also records this restriction: "Excludes MDA Services and Advanced Derivatives."