Catherine Odette Wells
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324989
- Location
- Adelaide SA 5000
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 4 January 2018
- First provided advice
- 2012
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); ASX Accredited Listed Products Adviser Program, Kaplan Professional (2009); Bachelor of Business (Financial Planning), Royal Melbourne Institute of Technology (RMIT) (2011); Margin Lending Course, Kaplan Professional (2012); Self Managed Superannuation Funds Course, Kaplan Professional (2012); SMSF Specialist Advisor Accreditation Program, SMSF Association (2019); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Catherine Odette Wells
Catherine Odette Wells is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000324989.
Catherine provides advice as an authorised representative of Professional Investment Services Pty Ltd, which holds Australian financial services licence 234951. That authorisation dates from 4 January 2018.
According to the register, Catherine first provided financial advice in 2012. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008), ASX Accredited Listed Products Adviser Program (Kaplan Professional, 2009) and Bachelor of Business (Financial Planning) (Royal Melbourne Institute of Technology (RMIT), 2011). Catherine is recorded as a member of Financial Advice Association of Australia (FAAA).
Catherine is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 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 Odette Wells a registered financial adviser?
Yes. Catherine Odette Wells is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324989.
Which licensee does Catherine Odette Wells work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Catherine Odette Wells give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.