Financial Adviser · NORTH WARD, QLD

Katrina Myree Pump

NORTH WARD, QLD
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 001002825
Practice
North Ward, QLD (practice address on ASIC register)
Licensed through Seed Wealth Australia Financial Services

About Katrina Myree Pump

Katrina Myree Pump is a financial adviser based in North Ward, Queensland, with 14 years of experience in the financial services industry since 2012. Katrina works at Seed Wealth Australia, which is licensed through Seed Wealth Australia Financial Services. Katrina holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katrina's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Katrina is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011
Certificate III in Financial Services
Commonwealth Bank
2012
Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Jan 2019 - Jun 2023 Ceased
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Sep 2012 - Sep 2018 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register