CATHERINE MARYANNE PARKER
Financial Adviser · Newcastle West, NSW
📚 Qualifications & Training
2011 - Bachelor of Commerce (Financial Accounting & Finance) - Bachelor Degree (AQF 7) - University of Newcastle
2013 - Chartered Accountant Program - Professional Designations - Chartered Accountants Australia and New Zealand
2015 - Accountants SMSF Package SUB-514994 - Other - Kaplan Higher Education
2015 - Certificate IV in Finance & Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education
2015 - Diploma in Financial Planning - Diploma (AQF 5) - Kaplan Higher Education
2015 - Insurance and Risk Protection SUB-515024 - Other - Kaplan Higher Education
2015 - Securities and Managed Investments SUB-515022 - Other - Kaplan Higher Education
2015 - Tier 1 Financial Planning Personal Advice SUB-515058 - Other - Kaplan Higher Education
2020 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
2024 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.