Financial Adviser
· SOUTH LAKE, WA
Brett Catterall
No disciplinary history on record with ASIC
SOUTH LAKE,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000360302
About Brett Catterall
Brett Catterall is a financial adviser based in South Lake, Western Australia, with 12 years of experience in the financial services industry since 2014. Brett is currently authorised under Interprac Financial Planning, operating through Syo Financial. Brett holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brett's qualifications include a Diploma of Financial Services (Financial Planning) from Pinnacle. Brett 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Pinnacle
2014
Margin Lending and Geared Investments
Kaplan Professional Education
2020
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
Registration History
A.C.N. 133 593 012 PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
DOVER FINANCIAL ADVISERS PTY LTD
Source: ASIC Financial Advisers Register