CATHERINE STEWART
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
1994 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Western Sydney
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2007 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
2012 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Professional
2020 - AU Inhouse SMSF Accreditation - Other - AUPFS
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
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.