Catherine Ann Chalker
Financial Adviser in Wagga Wagga, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000313439
- Location
- Wagga Wagga NSW 2650
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 4 August 2018
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Business Management and Human Resource Management), Charles Sturt University (2003); Self Managed Superannuation Funds, Tribeca Learning (Aust) Pty Ltd (2005); Margin Lending and Geared Investments, Kaplan Professional Education (2011); Advanced Diploma of Financial Planning, Kaplan Professional Education (2013); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Mortgage and Finance Association of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Catherine Ann Chalker
Catherine Ann Chalker is a financial adviser in Wagga Wagga, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000313439.
The licensee Catherine advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). That authorisation dates from 4 August 2018.
The register records 2004 as the year Catherine first provided financial advice. Qualifications and training on file include Bachelor of Business (Business Management and Human Resource Management) (Charles Sturt University, 2003), Self Managed Superannuation Funds (Tribeca Learning (Aust) Pty Ltd, 2005) and Margin Lending and Geared Investments (Kaplan Professional Education, 2011). Catherine is recorded as a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Catherine Ann Chalker a registered financial adviser?
Yes. Catherine Ann Chalker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000313439.
Which licensee does Catherine Ann Chalker work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can Catherine Ann Chalker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.