Data sourced from ASIC Financial Advisers Register
Financial Adviser · NORTH PARRAMATTA, NSW

Catherine Stewart

NORTH PARRAMATTA, NSW
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000301837
Currently at
Personal Financial Services
Sydney, NSW (firm address)
View firm profile

About Catherine Stewart

Catherine Stewart is a financial adviser based in North Parramatta, New South Wales, with 20 years of experience in the financial services industry since 2006. Catherine is currently authorised under Personal Financial Services. Catherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Catherine's qualifications include a Certified Financial Planner from Financial Advice Association Australia. Catherine is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Commerce (Economics and Finance)
University of Western Sydney
2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Certified Financial Planner
Financial Advice Association Australia
2010
Margin Lending & Geared Investments
Kaplan Professional
2012
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2020
AU Inhouse SMSF Accreditation
AUPFS
2020
FPC002B
Bridging Course - Ethics - Kaplan Higher Education

Registration History

Personal Financial Services Ltd
Oct 2020 - Present Current
Count Financial Limited
May 2006 - Sep 2020 Ceased

Source: ASIC Financial Advisers Register