Katriel Moshe Warlow-Shill
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000279576
- Location
- Melbourne VIC 3000
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 9 March 2022
- First provided advice
- 2004
- Qualifications
- Degree of Bachelor of Commerce (Accounting), University of the Witwatersrand, Johannesburg South Africa (1993); Degree of Honours Bachelor of Accounting Science, University of South Africa (1994); Diploma of Financial Services (Financial Planning), Kaplan (2005); Margin Lending, Kaplan (2021); Self Managed Super Funds, Kaplan (2021)
- Memberships
- CPA Australia (CPA)
- 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 Katriel Moshe Warlow-Shill
Katriel Moshe Warlow-Shill is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000279576).
Katriel provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 9 March 2022.
The register records 2004 as the year Katriel first provided financial advice. The qualifications listed for Katriel include Degree of Bachelor of Commerce (Accounting) (University of the Witwatersrand, Johannesburg South Africa, 1993), Degree of Honours Bachelor of Accounting Science (University of South Africa, 1994) and Diploma of Financial Services (Financial Planning) (Kaplan, 2005). Professional memberships recorded: CPA Australia (CPA).
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 Katriel Moshe Warlow-Shill a registered financial adviser?
Yes. Katriel Moshe Warlow-Shill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000279576.
Which licensee does Katriel Moshe Warlow-Shill work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Katriel Moshe Warlow-Shill 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.