Financial Adviser
· SYDNEY, NSW
Catherine Mary Shelvey
No disciplinary history on record with ASIC
SYDNEY,
NSW
11
Years experience
ASIC Registered · ADV 001251225
About Catherine Mary Shelvey
Catherine Mary Shelvey is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Catherine is currently authorised under Aon Risk Services Australia Limited, operating through Aon Risk Services Australia. Catherine holds authorisations to advise on superannuation, life insurance and managed investments. Catherine's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Catherine is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Managed Investments
Qualifications and Training
2015
Diploma of Financial Planning
The Association of Superannuation Funds of Australia (ASFA)
2019
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide advice in SMSFs
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised in SMSF
AON SUPERANNUATION PTY LIMITED
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register