Catherine Navarro
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000239459
- Location
- Sydney NSW 2000
- Licensee
- Amalgamated Financial Services Pty Ltd (AFSL 407238)
- Authorised since
- 7 January 2019
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, Bond University (1996); Diploma of Financial Services (Financial Planning), Tribeca (2005); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2018)
- Memberships
- FChFP - Fellow Chartered Financial Practitioner; Financial Advice Association of Australia (FAAA)
- 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 Navarro
Catherine Navarro is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000239459.
Advice is given under the Australian financial services licence of Amalgamated Financial Services Pty Ltd, licence number 407238. The current authorisation started on 7 January 2019.
According to the register, Catherine first provided financial advice in 2003. Qualifications and training on file include Bachelor of Commerce (Bond University, 1996), Diploma of Financial Services (Financial Planning) (Tribeca, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006). Catherine is recorded as a member of FChFP – Fellow Chartered Financial Practitioner and Financial Advice Association of Australia (FAAA).
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 Navarro a registered financial adviser?
Yes. Catherine Navarro is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000239459.
Which licensee does Catherine Navarro work under?
Amalgamated Financial Services Pty Ltd, Australian financial services licence 407238.
What can Catherine Navarro 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.