Katie Leigh McKenna
FIRST MUTUAL AUSTRALIA PTY LTD · Maryborough QLD 4650 · Advising since 2005
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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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
- 000294074
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- FIRST MUTUAL AUSTRALIA PTY LTD · AFSL 423710Since 2 July 2026
- Principal business address
- Maryborough QLD 4650
- First year providing advice
- 2005
- Can provide tax (financial) advice
- Yes
- Memberships
- 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
- 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 2026 – presentFIRST MUTUAL AUSTRALIA PTY LTD · AFSL 423710
- CEASEDOct 2024 – Jul 2026CHPW FINANCIAL PTY LTD · AFSL 280201
- CEASEDJun 2021 – Oct 2024WEALTH MANAGEMENT MATTERS PTY LTD · AFSL 491619Through authorised representative SAPPHIRE FINANCIAL PLANNING PTY LTD (no. 000462040)
- CEASEDJul 2014 – Jun 2021LONSDALE FINANCIAL GROUP PTY LTD · AFSL 246934
- CEASEDFeb 2005 – Apr 2014WEALTH MANAGERS PTY LTD · AFSL 232701
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
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education · 2008
Certificate IV in Financial Planning
Tribeca · 2006
Diploma of Financial Services (Financial Planning)
Tribeca · 2005
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 Katie Leigh McKenna claims the profile.
Reviews
Not yet reviewed
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Contacting Katie Leigh McKenna
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
FIRST MUTUAL AUSTRALIA PTY LTD · AFSL 423710
- 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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