Katrina Gay
Financial Adviser in Red Hill South, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000229525
- Location
- Red Hill South VIC 3937
- Licensee
- Nicholson Financial Planning Pty Ltd (AFSL 545354)
- Authorised since
- 1 April 2023
- First provided advice
- 2002
- Qualifications
- Bachelor of Engineering (Hons), Monash University (1997); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Katrina Gay
On the Financial Advisers Register kept by ASIC, Katrina Gay appears as a current financial adviser in Red Hill South, Victoria, adviser number 000229525.
Katrina provides advice as an authorised representative of Nicholson Financial Planning Pty Ltd, which holds Australian financial services licence 545354. That authorisation dates from 1 April 2023.
The register records 2002 as the year Katrina first provided financial advice. The qualifications listed for Katrina include Bachelor of Engineering (Hons) (Monash University, 1997), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2022). Katrina is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Katrina Gay a registered financial adviser?
Yes. Katrina Gay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000229525.
Which licensee does Katrina Gay work under?
Nicholson Financial Planning Pty Ltd, Australian financial services licence 545354.
What can Katrina Gay give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.