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Katrina Robbins

Financial Adviser

Wealth Architects
Brisbane, QLD 4000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Katrina Robbins is an ASIC-registered financial adviser based in Brisbane, Queensland, committed to helping her clients achieve their financial goals. With extensive experience and a passion for empowering individuals and families, Katrina provides tailored financial advice to suit each client's unique circumstances. Katrina holds several key qualifications, including being a Certified Financial Planner (FPAA) since 2002, an SMSF Specialist Advisor (Self Managed Super Fund Association) since 2015, and an Accredited Aged Care Professional (Aged Care Steps) since 2021. She also holds a Graduate Diploma of Financial Planning from Kaplan (2020). As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Katrina adheres to the highest ethical and professional standards. Katrina is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice • Aged Care advice Ready to take control of your financial future? Contact Katrina Robbins today for a consultation and discover how she can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice SMSF advice Wealth management Insurance solutions Aged care advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000309996

Verify on ASIC Register

Authorised Representative Number

000285950

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Katrina Robbins offer?

Katrina provides advice on superannuation, retirement planning, wealth management, insurance, SMSFs, aged care, and investments. She can help you with strategies to grow and protect your wealth.

What qualifications does Katrina Robbins have?

Katrina is a Certified Financial Planner (FPAA), SMSF Specialist Advisor, and an Accredited Aged Care Professional. She also holds a Graduate Diploma of Financial Planning.

What is Katrina's approach to financial planning?

Katrina takes a personalised approach, taking the time to understand your individual circumstances, goals, and risk tolerance. She then develops a tailored financial plan to help you achieve your objectives.

How can I get started with Katrina Robbins?

Simply contact Katrina to schedule an initial consultation. This will allow you to discuss your financial needs and determine if her services are a good fit for you.

What are the benefits of seeking advice from a Certified Financial Planner like Katrina Robbins?

A Certified Financial Planner has met rigorous education, examination, and experience requirements. They are committed to upholding the highest ethical standards and providing competent financial advice.

Get in Touch

Contact Katrina directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.