Catriona Graham
Financial Adviser in Mornington, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001531
- Location
- Mornington VIC 3931
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 9 August 2019
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning) FNS50804, AMP Financial Planning Pty Ltd (2007); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); Margin Lending and Geared Investments, Kaplan Education Pty Ltd (2010); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2012); Fellow Chartered Financial Practitioner, Association of Financial Advisers (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Restriction
- Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Catriona Graham
On the Financial Advisers Register kept by ASIC, Catriona Graham appears as a current financial adviser in Mornington, Victoria, adviser number 001001531.
The licensee Catriona advises under is Bridges Financial Services Pty Limited (AFS licence 240837). That authorisation dates from 9 August 2019.
The register records 2009 as the year Catriona first provided financial advice. The qualifications listed for Catriona include Diploma of Financial Services (Financial Planning) FNS50804 (AMP Financial Planning Pty Ltd, 2007), FNS60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008) and Margin Lending and Geared Investments (Kaplan Education Pty Ltd, 2010). Catriona is recorded as a member of Financial Advice Association of Australia (FAAA).
Catriona is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.”
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Questions people ask
Is Catriona Graham a registered financial adviser?
Yes. Catriona Graham is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001531.
Which licensee does Catriona Graham work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Catriona Graham give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending. It also records this restriction: "Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only."