CATHERINE NAVARRO

Financial Adviser · Sydney, NSW

Registered

Registration Number

000239459

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2003

Registration Date

07/01/2019

Financial Services Licensee

AMALGAMATED FINANCIAL SERVICES PTY LTD

Licence #000407238

📚 Qualifications & Training

1996 - Bachelor of Commerce - - Bond University
2005 - Diploma of Financial Services (Financial Planning) - - Tribeca
2006 - Advanced Diploma of Financial Services (Financial Planning) - - Tribeca
2018 - Certificate IV in Finance and Mortgage Broking - - Kaplan Professional

🏢 Professional Memberships

FChFP - Fellow Chartered Financial Practitioner
Financial Advice Association of Australia (FAAA)

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.