Catherine Stewart
Financial Adviser in North Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301837
- Location
- North Parramatta NSW 2151
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 7 October 2020
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Economics and Finance), University of Western Sydney (1994); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Certified Financial Planner, Financial Advice Association Australia (2007); Margin Lending & Geared Investments, Kaplan Professional (2010); Diploma of Finance and Mortgage Broking Management, Kaplan Professional (2012); AU Inhouse SMSF Accreditation, AUPFS (2020); FPC002B, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planning Association (FPA) - Certified Financial Planner
- 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 Stewart
Catherine Stewart is a financial adviser in North Parramatta, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000301837.
The licensee Catherine advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 7 October 2020.
The register records 2006 as the year Catherine first provided financial advice. The qualifications listed for Catherine include Bachelor of Commerce (Economics and Finance) (University of Western Sydney, 1994), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007) and Certified Financial Planner (Financial Advice Association Australia, 2007). Catherine is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) – Certified Financial Planner.
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 Stewart a registered financial adviser?
Yes. Catherine Stewart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301837.
Which licensee does Catherine Stewart work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Catherine Stewart 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.