Katherine Mary Vallance
ART FINANCIAL ADVICE PTY LTD · Brisbane City QLD 4000 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000314861
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ART FINANCIAL ADVICE PTY LTD · AFSL 227867Since 28 January 2026
- Principal business address
- Brisbane City QLD 4000
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- 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
- Life risk insurance products
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 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.
- CURRENTJan 2026 – presentART FINANCIAL ADVICE PTY LTD · AFSL 227867
- CEASEDMay 2016 – May 2025INDUSTRY FUND SERVICES LIMITED · AFSL 232514
- CEASEDJun 2015 – Mar 2016MUFG RETIRE360 PTY LIMITED · AFSL 258145
- CEASEDJan 2012 – Jun 2015SUPERPARTNERS PTY LTD · AFSL 238761
- CEASEDJun 2007 – Sep 2008COUNT FINANCIAL LIMITED · AFSL 227232Through authorised representative LAWRENCE BUSINESS MANAGEMENT PTY LTD (no. 000320387)
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Commercial Law
Kaplan Professional · 2024 · Other
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2019 · Bridging Course - Ethics
DFP5v1 Tax for Financial Advising
Kaplan Professional · 2016 · Other
Securities & Managed Investments
Kaplan Professional · 2016 · Other
Graduate Diploma of Financial Planning (Historical SIA / FINSIA)
Kaplan Higher Education Pty Ltd · 2006 · Graduate Diploma (AQF 8)
Bachelor of Science
University of London · 1998 · Bachelor Degree (AQF 7)
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 Mary Vallance claims the profile.
Reviews
Not yet reviewed
No client has reviewed Katherine Mary Vallance on Souffle yet.
Contacting Katherine Mary Vallance
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ART FINANCIAL ADVICE PTY LTD · AFSL 227867
- 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 Mary Vallance 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.
For advisers
Is this your profile?
Claim it to add your services, fees and availability — the Souffle team checks every claim against the ASIC register. Souffle is also practice software built for Australian advisers.