STEPHEN CATANIA
Financial Adviser · Perth, WA
📚 Qualifications & Training
2003 - Bachelor of Commerce (Economics and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University
2003 - Bachelor of Commerce (Economics and Financial Planning) - - Curtin University
2012 - Certificate IV Financial Services (Finance/Mortgage Broking) - Certificate (AQF 1-4) - AAMC Training Group
2013 - Margin Lending Program - Other - Kaplan Professional
2013 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2016 - Fellow Chartered Financial Practitioner Program - Professional Designations - Association of Financial Advisers (AFA)
2021 - Ethics and Professionalism Course (7269AFE) - Bridging Course - Ethics - Griffith University
🏢 Professional Memberships
Fellow Chartered Financial Practitioner (FChFP) of 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.