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- Financial Advisers Australia (FAA)
- Katrina Mcphee
Katrina Mcphee
- Name
- Katrina Mcphee
- ID
- 1002021
- ABN
- –
- First Provided Advice
- 2007
- Restrictions
- VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Access Financial Management Pty Ltd (#229760)
- Commenced
- Nov. 1, 2008
- Ceased
- May 1, 2011
- Status
- Ceased
- Licence Holder
- Vicsuper Pty Ltd (#237333)
- Commenced
- Sept. 14, 2011
- Ceased
- April 13, 2018