Kathleen Adams

Lifetime Financial Advice Pty Ltd

Silver
19 Yrs Experience
Birtinya, QLD 4575

Skilled in Retirement Planning, Centrelink, Investment Strategies. Strong community and social services professional with a Graduate Diploma in Financial Planning.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

At a glance

  • Adviser status Silver
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Lifetime Financial Advice Pty Ltd

Ground Floor, 2 Innovation Parkway
Birtinya, QLD 4575

Opening hours

  • 8:00am – 5:00pm Friday
  • 8:00am – 7:00pm Monday – Thursday

Licensed by

Synchron Advice Pty Ltd

AFSL 243313