Cathrine Greven
Financial Adviser in St Peters, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000223013
- Location
- St Peters SA 5069
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 1 June 2024
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Advising, Securities Institute (2004); Graduate Certificate in Professional Accounting, University of New England (2011)
- Memberships
- Institute of Public Accountants (IPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Cathrine Greven
Cathrine Greven is listed on ASIC’s Financial Advisers Register as a current financial adviser based in St Peters, South Australia (adviser number 000223013).
Advice is given under the Australian financial services licence of Nextplan Financial Pty Ltd, licence number 452996. That authorisation dates from 1 June 2024.
According to the register, Cathrine first provided financial advice in 1996. The qualifications listed for Cathrine include Diploma of Financial Advising (Securities Institute, 2004) and Graduate Certificate in Professional Accounting (University of New England, 2011). Cathrine is recorded as a member of Institute of Public Accountants (IPA).
Cathrine is authorised to advise 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.
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Questions people ask
Is Cathrine Greven a registered financial adviser?
Yes. Cathrine Greven is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000223013.
Which licensee does Cathrine Greven work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Cathrine Greven 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.