Financial Adviser · WAGGA WAGGA, NSW

Catherine Ann Chalker

WAGGA WAGGA, NSW

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000313439

Currently at

Infocus Securities Australia

Maroochydore, QLD (firm address)

View firm profile

Catherine Ann Chalker is a financial adviser based in Wagga Wagga, New South Wales, with 22 years of experience in the financial services industry since 2004. Catherine is currently authorised under Infocus Securities Australia. 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 Bachelor of Business (Business Management and Human Resource Management) from Charles Sturt University. Catherine is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.

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

2003

Bachelor of Business (Business Management and Human Resource Management)

Charles Sturt University

2005

Self Managed Superannuation Funds

Tribeca Learning (Aust) Pty Ltd

2011

Margin Lending and Geared Investments

Kaplan Professional Education

2013

Advanced Diploma of Financial Planning

Kaplan Professional Education

2014

ASX Listed Products Accreditation Course (LPAC)

LPAC Online

Registration History

Infocus Securities Australia Pty Ltd

Aug 2018 - Present Current

SECURITOR FINANCIAL GROUP PTY LIMITED

May 2007 - Aug 2018 Ceased

Source: ASIC Financial Advisers Register