Katrina Anne Johnson
Financial Adviser in Greensborough, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001261222
- Location
- Greensborough VIC 3088
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 13 February 2020
- First provided advice
- 2018
- Qualifications
- Introduction to Business Law LST11IBL, LaTrobe University (2006); Bachelor of Commerce (Accounting, Management), LaTrobe University (2007); Taxation 2, Institute of Chartered Accountants (2009); Chartered Accountants Program, Institute of Chartered Accountants in Australia (2011); Self Managed Superannuation Funds, Pinnacle Financial Services Academy (2016); SMSF Specialist Adviser (SSA), SMSF Association (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); SMSF Association
- Advice areas
- superannuation, deposit and payment products
- Restriction
- Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
- Tax (financial) advice
- Yes
- Register status
- Current
About Katrina Anne Johnson
Katrina Anne Johnson is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Greensborough, Victoria (adviser number 001261222).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. That authorisation dates from 13 February 2020.
The register records 2018 as the year Katrina first provided financial advice. The qualifications listed for Katrina include Introduction to Business Law LST11IBL (LaTrobe University, 2006), Bachelor of Commerce (Accounting, Management) (LaTrobe University, 2007) and Taxation 2 (Institute of Chartered Accountants, 2009). Katrina is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Katrina is authorised to advise on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.”
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Questions people ask
Is Katrina Anne Johnson a registered financial adviser?
Yes. Katrina Anne Johnson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001261222.
Which licensee does Katrina Anne Johnson work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Katrina Anne Johnson give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products."