Midsec Pty Ltd
Kate Dundon is a seasoned financial adviser with extensive experience in providing investment and financial planning services. Currently at Midsec Pty Ltd since August 2021, Kate advises clients on investment strategies, tax-effective investing, wealth creation, and asset protection. Prior roles include financial adviser at E.L. & C. Baillieu Limited and various positions at Statewide Super, progressing from Member Solutions Adviser to Team Leader. Previous experience at Prescott Securities involved roles such as paraplanner and stockbroking officer. Kate holds multiple qualifications in financial planning, including a Graduate Diploma and Advanced Diploma from Kaplan Professional, an SMSF Specialist Advisor™ certification, and a Bachelor of Psychological Science from the University of South Australia.
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Midsec Pty Ltd
With its offices located in Adelaide, Midsec Pty Ltd an authorised representative of Midsec Licencing Pty Ltd and advises corporations, organisations and individuals in a comprehensive manner, including direct equities, managed funds, superannuation and insurance products. The Midsec team offers an extensive range of investment, tax effective investing, wealth creation and asset protection solutions to clients. Its financial advisers have access to investments and services provided by all of the major investment institutions and offer an extensive approved product list. ABN 82 641 436 768 AFSL 524124