Katherine Spitzkowsky
YULANIA FINANCIAL PTY LTD · Brunswick East VIC 3057 · Advising since 2018
- 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
- 001269177
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- FINCHLEY & KENT PTY LTD · AFSL 555169Through authorised representative YULANIA FINANCIAL PTY LTD (no. 001307762)Since 16 July 2024
- Principal business address
- Brunswick East VIC 3057
- First year providing advice
- 2018
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- Self-Managed Superannuation Funds
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
- 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.
- CURRENTJul 2024 – presentFINCHLEY & KENT PTY LTD · AFSL 555169Through authorised representative YULANIA FINANCIAL PTY LTD (no. 001307762)
- CEASEDFeb 2024 – Aug 2024SAMBE INVESTMENTS PTY. LIMITED · AFSL 478766Through authorised representative YULANIA FINANCIAL PTY LTD (no. 001307762)
- CEASEDMar 2022 – Sep 2023AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJun 2021 – Dec 2021AUSTRALIA PACIFIC FUNDS MANAGEMENT PTY LIMITED · AFSL 339151Through authorised representative ZELLA INVESTMENTS PTY LTD (no. 001282367)
- CEASEDApr 2020 – Jun 2021PERSONAL FINANCIAL SERVICES LTD · AFSL 234459
- CEASEDMay 2019 – Mar 2020CHARTER FINANCIAL PLANNING LIMITED · AFSL 234665
- CEASEDNov 2018 – Apr 2019SYNCHRON ADVICE PTY LTD · AFSL 243313
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
Tax for financial advising
Kaplan · 2018 · Other
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology · 2016 · 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 Spitzkowsky claims the profile.
Reviews
Not yet reviewed
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Contacting Katherine Spitzkowsky
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
YULANIA FINANCIAL PTY LTD
Authorised by FINCHLEY & KENT PTY LTD · AFSL 555169
- 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
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- PROFILE CLAIMUNCLAIMED
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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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