Financial Services Guide
Adviser Profiles
Kate Whild
This Adviser Profile has been authorised for distribution by Parker Wealth Management Pty Ltd and is to be read in conjunction with the Financial Services Guide (FSG) Part 1 version 6 dated 1 June 2024. This Adviser Profile forms part of the FSG.
Authorised Representative
Katharine Laurina Whild (ASIC# 1283194)
Corporate Authorised Representative
Parker Financial Services Pty Ltd
(ASIC# 242984 ABN 88 010 783 285)
About your adviser
Kate Whild is a Financial Adviser and sub-Authorised Representative of Parker Financial Services Pty Ltd, which is a Corporate Authorised Representative of Parker Wealth Management Pty Ltd (AFSL# 519344).
Kate has 16 years’ experience in the financial services industry with a number of Canberra wealth management businesses, including a ‘big
four’ firm. Beyond her technical expertise, Kate is known for her ability to simplify complex financial concepts, enabling her clients to make
informed decisions. She takes pride in empowering her clients to take control of their financial well-being.
Qualifications
A Certified Financial Planner™
Graduate Diploma of Financial Planning
Bachelor of Commerce
Bachelor of Arts
Professional Memberships
Chartered Accountants Australia and New Zealand
Financial Advice Association Australia (FAAA)
Services
Kate is authorised to provide personal advice and dealing services in the following areas:
- Superannuation and SMSF
- Retirement planning
- Portfolio management
- Personal risk insurance
- Managed investments
- Securities
You can book a 15 minute discovery call with one of our advisers and start your journey today.
