CATHERINE ANN CHALKER
Financial Adviser · Wagga Wagga, NSW
📚 Qualifications & 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
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.