ROBERT CATHERALL

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

000288857

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2008

Registration Date

06/08/2024

Financial Services Licensee

AAN WEALTH MANAGEMENT PTY LTD

Licence #000517548

๐Ÿ“š Qualifications & Training

2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.