Financial Adviser
· ADELAIDE, SA
Catherine Odette Wells
No disciplinary history on record with ASIC
ADELAIDE,
SA
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000324989
Catherine Odette Wells is a financial adviser based in Adelaide, South Australia, with 14 years of experience in the financial services industry since 2012. Catherine is currently authorised under Professional Investment Services, operating through Cathan & Co. 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 (Financial Planning) from Royal Melbourne Institute of Technology (RMIT). Catherine is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
ASX Accredited Listed Products Adviser Program
Kaplan Professional
2011
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology (RMIT)
2012
Margin Lending Course
Kaplan Professional
2012
Self Managed Superannuation Funds Course
Kaplan Professional
2019
SMSF Specialist Advisor Accreditation Program
SMSF Association
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education