Katrina Pump

Seed Wealth Australia Pty Ltd

Silver
10 Yrs Experience
North Ward, QLD 4810

Recent reviews

Seed Wealth Australia Pty Ltd

69 Eyre St
North Ward, QLD 4810

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"James, Katrina and staff were fantastic to deal with, always prompt to get back to you and I am very happy we went to them to research and update our insurance needs and would highly recommend Seed Wealth."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Insurance Protection

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Certificate III in Financial Services

Level
3 - Certificate III
Institution
Commonwealth Bank
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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