JESSE DAVID CATHERALL
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - Curtin University of Technology
2015 - Master of Applied Finance - Masters Degree (AQF 9) - Monash University
2018 - Tier 1 Life Insurance - Personal Advice - Other - Kaplan Professional
2025 - Economic and Legal Context for Financial Planning Course (FPC001B) - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2025 - Tax for Financial Advising Course - Other - Kaplan Professional
🏢 Professional Memberships
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.