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Kathryn Ryan

 Kathryn Ryan

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106 City Road Level 2
Beenleigh
QLD
4207
AU

Overview CONTACT THE ADVISER

Kathryn Ryan Kathryn Ryan

total Reviews

2

Experience

14yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Altitude Wealth Solutions
Altitude Wealth Solutions

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Westpac/BT
Westpac/BT
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Centrelink BenefitsCentrelink Benefits
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
My fees
  • Free Initial Consultation

Latest Customer Reviews (2 of 2 total)See all

"A few years ago we were very fortunate to meet Kathryn. Her advice in helping us prepare for retirement and beyond has been extremely valuable to us. Not only is her expertise second to none, she has the ability to put complex financial information into layman's terms. We are extremely satisfied with the results we have achieved through Kathryn's knowledge and skill as a financial adviser. "

Patricia, 56-65 25 Oct 2015

"Kathryn has always been extremely professional in her approach to our personal financial situation and needs in retirement, whilst maintaining a very amiable, friendly and personal attitude to our relationship. This gives us the confidence to trust in her advice and never feel hesitant to contact her at any time that we may have a query about our financial affairs. We have had no hesitation in recommending her to others."

Brian, 65+ 14 Oct 2015

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • No award found
Years of experience
  • 14 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 2
106 City Road, Beenleigh
QLD 4207 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 2 Total Reviews
Patricia, 56-6525 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"A few years ago we were very fortunate to meet Kathryn. Her advice in helping us prepare for retirement and beyond has been extremely valuable to us. Not only is her expertise second to none, she has the ability to put complex financial information into layman's terms. We are extremely satisfied with the results we have achieved through Kathryn's knowledge and skill as a financial adviser. "

Brian, 65+14 Oct 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kathryn has always been extremely professional in her approach to our personal financial situation and needs in retirement, whilst maintaining a very amiable, friendly and personal attitude to our relationship. This gives us the confidence to trust in her advice and never feel hesitant to contact her at any time that we may have a query about our financial affairs. We have had no hesitation in recommending her to others."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

MAGNITUDE GROUP PTY LTD

Top 5 Skills (as rated by customers)


#1
Building Super
STRENGTH
1
Customers

#1
Estate Planning
STRENGTH
1
Customers

#1
Preparing For Retirement
STRENGTH
1
Customers

#1
Savings Investment
STRENGTH
1
Customers

#1
Socially Responsible Investments
STRENGTH
1
Customers

#1
Tax Effective Strategies
STRENGTH
1
Customers

x

Overall rating

79%

Kathryn Ryan

Company: Altitude Wealth Solutions

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Kathryn Ryan is a member of and in what capacity, the licensee or company of Kathryn Ryan and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Kathryn Ryan (see report card scoring)

Qualifications: 100%

Compliance: 93%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%