Cathleen Mary Shimmin
Financial Adviser in North Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000296262
- Location
- North Adelaide SA 5006
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 1 November 2022
- First provided advice
- 2005
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), MLC Three Sixty (RTO) (2006); Diploma of Financial Services (Financial Planning), Tribeca Learning (2006); Diploma of Management, TAFE SA (2016); Tax for Financial Advising (DFP5v4), Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023)
- 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
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Cathleen Mary Shimmin
Cathleen Mary Shimmin is a financial adviser in North Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000296262.
The licensee Cathleen advises under is Matrix Planning Solutions Limited (AFS licence 238256). That authorisation dates from 1 November 2022.
The register records 2005 as the year Cathleen first provided financial advice. The qualifications listed for Cathleen include Advanced Diploma of Financial Services (Financial Planning) (MLC Three Sixty (RTO), 2006), Diploma of Financial Services (Financial Planning) (Tribeca Learning, 2006) and Diploma of Management (TAFE SA, 2016).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.”
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Questions people ask
Is Cathleen Mary Shimmin a registered financial adviser?
Yes. Cathleen Mary Shimmin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296262.
Which licensee does Cathleen Mary Shimmin work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Cathleen Mary Shimmin 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. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF."