Financial Adviser · ST PETERS, SA

Cathrine Greven

ST PETERS, SA
30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000223013
Currently at
Ringwood, VIC (firm address)

About Cathrine Greven

Cathrine Greven is a financial adviser based in St Peters, South Australia, with 30 years of experience in the financial services industry since 1996. Cathrine is currently authorised under Nextplan Financial. Cathrine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cathrine's qualifications include a Diploma of Financial Advising from Securities Institute. Cathrine is a member of Institute of Public Accountants (IPA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2004
Diploma of Financial Advising
Securities Institute
2011
Graduate Certificate in Professional Accounting
University of New England

Registration History

Jun 2024 - Present Current
May 2021 - May 2024 Ceased
GWM ADVISER SERVICES PTY LTD
Sep 2005 - May 2021 Ceased
FINANCIAL PLANNING & LIFE PTY LTD
Aug 2002 - Aug 2005 Ceased

Source: ASIC Financial Advisers Register