Katrina Wroe
Financial Adviser in Sydney, New South Wales, Australia
Review Katrina Wroe
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000253523
- Location
- Sydney NSW 2000
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 1 March 2014
- First provided advice
- 1997
- Qualifications
- Diploma in Financial Planning, RMIT University (1995); Diploma in Financial Markets, Securities Institute of Australia (1997); Certified Financial Planner, Financial Planning Association of Australia (2003); Master in Financial Planning, RMIT University (2003)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Katrina Wroe
Katrina Wroe is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000253523).
Advice is given under the Australian financial services licence of Findex Advice Services Pty Ltd, licence number 243253. That authorisation dates from 1 March 2014.
The register records 1997 as the year Katrina first provided financial advice. The qualifications listed for Katrina include Diploma in Financial Planning (RMIT University, 1995), Diploma in Financial Markets (Securities Institute of Australia, 1997) and Certified Financial Planner (Financial Planning Association of Australia, 2003). Katrina is recorded as a member of Financial Advice Association of Australia (FAAA).
Katrina is authorised to advise 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.
Reviews
Nobody has reviewed Katrina Wroe here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Katrina Wroe a registered financial adviser?
Yes. Katrina Wroe is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000253523.
Which licensee does Katrina Wroe work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Katrina Wroe 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.