Katherine Louise Schultz
FINSEC PARTNERS PTY LTD · Wayville SA 5034 · Advising since 1999
- Register · ASICRegisteredAs at 15 Oct 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000242801
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- KAIZEN WEALTH PTY LTD · AFSL 480797Through authorised representative FINSEC PARTNERS PTY LTD (no. 000354394)Since 29 June 2020
- Principal business address
- Wayville SA 5034
- First year providing advice
- 1999
- Can provide tax (financial) advice
- Yes
- Memberships
- CFP - Certified Financial Planner (FPA); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- 2019
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2020 – presentKAIZEN WEALTH PTY LTD · AFSL 480797Through authorised representative FINSEC PARTNERS PTY LTD (no. 000354394)
- CEASEDSep 2017 – Jun 2020PSK ADVISORY SERVICES PTY LTD · AFSL 234656
- CEASEDNov 2009 – Jun 2020PPS LIFESTYLE SOLUTIONS PTY LTD · AFSL 247839
- CEASEDNov 2009 – Jun 2020PORTFOLIO PLANNING SOLUTIONS LTD · AFSL 255027
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 15 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited · 2024 · Graduate Diploma (AQF 8)
Certified Financial Planner (CFP)
FPA · 2010 · Advanced Diploma (AQF 6)
Diploma of Financial Planning
Financial Planning Association Australia · 2002 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Katherine Louise Schultz claims the profile.
Reviews
Not yet reviewed
No client has reviewed Katherine Louise Schultz on Souffle yet.
Contacting Katherine Louise Schultz
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FINSEC PARTNERS PTY LTD
Authorised by KAIZEN WEALTH PTY LTD · AFSL 480797
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Katherine Louise Schultz claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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