Trudy Kattwinkel
Financial Adviser in Currumbin, Queensland, Australia
Review Trudy Kattwinkel
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 number000401434
- Location
- Currumbin QLD 4223
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 5 April 2016
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, Deakin University (1994); Diploma of Financial Services (Financial Planning), GWM Adviser Services Limited (ThreeSixty) (2003); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2020)
- Memberships
- Tax Practitioners Board
- Advice areas
- life risk insurance, life investment products
- Tax (financial) advice
- Yes
- Register status
- Current
About Trudy Kattwinkel
On the Financial Advisers Register kept by ASIC, Trudy Kattwinkel appears as a current financial adviser in Currumbin, Queensland, adviser number 000401434.
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. The current authorisation started on 5 April 2016.
The register records 2011 as the year Trudy first provided financial advice. The qualifications listed for Trudy include Bachelor of Commerce (Deakin University, 1994), Diploma of Financial Services (Financial Planning) (GWM Adviser Services Limited (ThreeSixty), 2003) and FPC002B Ethics and Professionalism in Financial Advice. (Kaplan Higher Education Pty Limited, 2020). Professional memberships recorded: Tax Practitioners Board.
The authorisation covers advice on life risk insurance and life investment products. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Trudy Kattwinkel here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Trudy Kattwinkel a registered financial adviser?
Yes. Trudy Kattwinkel is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000401434.
Which licensee does Trudy Kattwinkel work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Trudy Kattwinkel give advice on?
The register lists these advice areas: life risk insurance; life investment products.