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KH

Katherine Hann

Financial Adviser

Wealth Beyond Money
Kent Town, SA 5067

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About

Katherine Hann is an ASIC-registered financial adviser based in Kent Town, SA, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2009) and an Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy (2011), Katherine possesses a strong foundation of knowledge and expertise. As a Fellow Chartered Financial Practitioner (FChFP) with the Financial Advice Association of Australia (FAAA), Katherine adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also experienced in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Katherine provides expert guidance in areas such as: • Superannuation advice • Insurance solutions tailored to your needs • Wealth management strategies • Retirement planning for a secure future • Investment advice Whether you are planning for retirement, growing your wealth, or protecting your family's future, Katherine can provide the expert advice and support you need. Contact Katherine today to schedule a consultation and take the first step towards achieving your financial aspirations.

Specialisations

Areas of Expertise

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

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000254544

Verify on ASIC Register

Authorised Representative Number

000343768

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Katherine Hann offer?

Katherine Hann offers a range of services including superannuation advice, retirement planning, wealth management, and insurance solutions tailored to your individual needs.

What qualifications does Katherine Hann have?

Katherine holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional and an Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy. She is also a Fellow Chartered Financial Practitioner (FChFP) with the Financial Advice Association of Australia (FAAA).

What can I expect during my first meeting with Katherine Hann?

During your first meeting, Katherine will take the time to understand your financial situation, goals, and risk tolerance. She will then develop a tailored financial plan to help you achieve your objectives.

How does Katherine Hann stay up-to-date with the latest financial regulations?

As an ASIC-registered financial adviser and a member of the Financial Advice Association of Australia (FAAA), Katherine is committed to ongoing professional development and adheres to the highest ethical and professional standards.

Can Katherine Hann help me plan for my retirement?

Yes, Katherine specialises in retirement planning and can help you develop a strategy to achieve a comfortable and secure retirement.

Get in Touch

Contact Katherine 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.