Kate Dundon

Midsec Financial Advisors Pty Ltd

Gold
6 Yrs Experience
Parkside, SA 5063

Recent reviews

Midsec Financial Advisors Pty Ltd

Level 2, 170 Greenhill Rd
Parkside, SA 5063

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Bachelor of Psychological Science
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible

Licensed by

Midsec Licencing Pty Ltd

AFSL 524124

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"Kate has given my wife and myself advice covering self managed super funds , investing in our retirement and tax issues relevant to our circumstances . Kate was able to explain things to us in a clear and understanding way. Through Kate's knowledge and experience , we feel very confident that the advice given to us was right for our needs. We also received Kate's full care and attention when we were looking for a clear direction."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kate has provided my partner and I advice including retirement strategies, investments, allocated pensions including all items relating to my impending retirement. We feel confident that Kate's advice looks after our needs. Kate was very thorough with her explanations of the advice provided and patient when outlining particular strategies of a complex (for me and partner ). We received Kate's full and undivided attention in all our dealings with her and are most appreciative of Kate's attention to detail and comprehensive needs analysis of our situation."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kate became my adviser when Kathleen retired. I was a little nervous about trusting someone new with something so important. I've now met with Kate on 3 occasions and I'm more than delighted with her. She speaks to me in a way I understand the complexities of superannuation and what she's aiming to achieve for me. I trust her completely. I'm very confident she knows what she's talking about and I feel 'safe' in her capable hands. I also find Kate to be honest, straightforward and easy to talk to."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"When Kathryn retired we wondered who would look after us. Kate has been more than an adequate replacement. Very professional in a very pleasant way, very helpful, explains everything clearly and a lovely person. She is a credit to your organisation and we look forward to meeting with her whenever necessary."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kate has been a delight to work with, very informative and helpful through my retirement advice process."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2020

Taxation Financial Adviser

Level
0 - Training / Exam / Other
Institution
Tax Practitioners Board
Completed
2020

Bachelor of Psychological Science

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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