CATHERINE ELIZABETH JENKINS
Financial Adviser · Wantirna, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce (Finance and Accounting) - Bachelor Degree (AQF 7) - Deakin University
2001 - Certified Practising Accountant (CPA) - Professional Designations - CPA Australia
2014 - Margin Lending - Other - CPA Australia
2015 - Advising in SMSFs - Other - CPA Australia
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2025 - Accredited Aged Care Professional Program - Other - Aged Care Steps
🏢 Professional Memberships
CPA Australia (CPA)
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.