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Kathy Boland

 Kathy Boland

Share profile:
29 Spring Park Road
Midland
WA
6056
AU

Overview CONTACT THE ADVISER

Kathy Boland Kathy Boland

total Reviews

3

Experience

13yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

Company:

COMPLETE FINANCIAL PLANNING PTY LTD
COMPLETE FINANCIAL PLANNING PTY LTD

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:

Complete Financial Planning Pty Ltd
Complete Financial Planning Pty Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation

Latest Customer Reviews (3 of 3 total)See all

"Kathy listens to my wants and needs, displays good product knowledge and understanding and always remains on task. I believe that she is very professional and thorough in her advice and recommendations. I am happy with the performance of my investments and have Kathy to thank for this. I am very happy to recommend her to anyone seeking a thoroughly professional financial advisor. "

Marilyn , 65+ 13 Dec 2017

"Kathy is always friendly but professional. Over the years she has been very helpful and given us great advice."

Kathleen, 65+ 7 Dec 2017

"Kathy has been our adviser for the past 12 years. Her work ethic and guidance has been exceptional. Always approachable and willing to help. This relationship has made our journey to retirement easy and stress free."

HEATHER, 56-65 30 Nov 2017

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 13 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

29 Spring Park Road, Midland
WA 6056 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 3 Total Reviews
Marilyn , 65+13 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kathy listens to my wants and needs, displays good product knowledge and understanding and always remains on task. I believe that she is very professional and thorough in her advice and recommendations. I am happy with the performance of my investments and have Kathy to thank for this. I am very happy to recommend her to anyone seeking a thoroughly professional financial advisor. "

Kathleen, 65+07 Dec 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kathy is always friendly but professional. Over the years she has been very helpful and given us great advice."

HEATHER, 56-6530 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Kathy has been our adviser for the past 12 years. Her work ethic and guidance has been exceptional. Always approachable and willing to help. This relationship has made our journey to retirement easy and stress free."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Centrelink Benefits
STRENGTH
3
Customers

#2
Aged Care
STRENGTH
2
Customers

#2
Estate Planning
STRENGTH
2
Customers

#2
Preparing For Retirement
STRENGTH
2
Customers

#2
Savings Investment
STRENGTH
2
Customers

#3
Building Super
STRENGTH
1
Customers

#3
Tax Effective Strategies
STRENGTH
1
Customers

#3
UK Pensions
STRENGTH
1
Customers

x

Overall rating

80%

Katherine Boland

Company: COMPLETE FINANCIAL PLANNING PTY LTD

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Katherine Boland is a member of and in what capacity, the licensee or company of Katherine Boland 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 Katherine Boland (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%