Cathryn Amanda Walley
Financial Adviser in Geelong West, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001247929
- Location
- Geelong West VIC 3218
- Licensee
- LBW Wealth Pty Ltd (AFSL 534569)
- Authorised since
- 1 July 2022
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, Deakin University (2001); Graduate Diploma (ICAA), ICAA (2004); Diploma of Financial Services, Pinnacle (2012); SMSF Specialist Advisor, Self Managed Super Fund Association (2016); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- 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 Cathryn Amanda Walley
On the Financial Advisers Register kept by ASIC, Cathryn Amanda Walley appears as a current financial adviser in Geelong West, Victoria, adviser number 001247929.
Cathryn provides advice as an authorised representative of LBW Wealth Pty Ltd, which holds Australian financial services licence 534569. That authorisation dates from 1 July 2022.
According to the register, Cathryn first provided financial advice in 2016. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2001), Graduate Diploma (ICAA) (ICAA, 2004) and Diploma of Financial Services (Pinnacle, 2012). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ).
Cathryn 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 Cathryn Amanda Walley a registered financial adviser?
Yes. Cathryn Amanda Walley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001247929.
Which licensee does Cathryn Amanda Walley work under?
LBW Wealth Pty Ltd, Australian financial services licence 534569.
What can Cathryn Amanda Walley 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.