Katrina Jane Van Gunst
Financial Adviser in Sale, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001063
- Location
- Sale VIC 3850
- Licensee
- Phillipsons Financial Planning Pty Ltd (AFSL 332836)
- Authorised since
- 1 October 2010
- First provided advice
- 2010
- Qualifications
- Advanced Diploma Financial Services (Financial Planning), GWM Adviser Services Limited (2011); Diploma of Share Trading & Investment, Wealth Within Institute (2013); SMSF Specialist Adviser, SMSF Association (2014); Graduate Diploma Financial Planning, Kaplan Professional (2018); Master of Financial Planning, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Katrina Jane Van Gunst
Katrina Jane Van Gunst is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sale, Victoria (adviser number 001001063).
Advice is given under the Australian financial services licence of Phillipsons Financial Planning Pty Ltd, licence number 332836. The current authorisation started on 1 October 2010.
According to the register, Katrina first provided financial advice in 2010. Qualifications and training on file include Advanced Diploma Financial Services (Financial Planning) (GWM Adviser Services Limited, 2011), Diploma of Share Trading & Investment (Wealth Within Institute, 2013) and SMSF Specialist Adviser (SMSF Association, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is Katrina Jane Van Gunst a registered financial adviser?
Yes. Katrina Jane Van Gunst is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001063.
Which licensee does Katrina Jane Van Gunst work under?
Phillipsons Financial Planning Pty Ltd, Australian financial services licence 332836.
What can Katrina Jane Van Gunst 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.