Kathryn Trotter

Beacon Planning Solutions

Silver
19 Yrs Experience
Bunyip, VIC 3815

Recent reviews

Beacon Planning Solutions

Shop 3, 1-3 Main St
Bunyip, VIC 3815

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

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5.00

"'Kathryn has given me advice in areas including loan products, super funds, insurance and managing debt. Kathryn asked me great questions and was able to explain things to me clearly due to her knowledge and experience, I feel very confident that the advice given was right for me. I received Kathryn's full attention when I needed it and she always responded in a timely manner.'"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Budgeting
  • 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

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Integratec)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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