Chris Catalovski
Financial Adviser in Hamilton, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000289495
- Location
- Hamilton NSW 2303
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 August 2012
- First provided advice
- 2005
- Qualifications
- Bachelor of Economics, University of Newcastle (1994); Graduate Diploma in Accounting, Macquarie University (1996); Diploma of Financial Services (Financial Planning), Securities Institute (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Margin Lending, Financial Education Professionals (2015); Self Managed Superannuation Funds, Financial Education Professionals (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Chris Catalovski
Chris Catalovski is a financial adviser in Hamilton, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000289495.
The licensee Chris advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 1 August 2012.
The register records 2005 as the year Chris first provided financial advice. Qualifications and training on file include Bachelor of Economics (University of Newcastle, 1994), Graduate Diploma in Accounting (Macquarie University, 1996) and Diploma of Financial Services (Financial Planning) (Securities Institute, 2005).
Chris is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Chris Catalovski a registered financial adviser?
Yes. Chris Catalovski is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000289495.
Which licensee does Chris Catalovski work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Chris Catalovski 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."