Jesse David Catherall
Financial Adviser in Melbourne, Victoria, Australia
Review Jesse David Catherall
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001268502
- Location
- Melbourne VIC 3004
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 19 October 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Economics and Finance), Curtin University of Technology (2012); Master of Applied Finance, Monash University (2015); Tier 1 Life Insurance, Kaplan Professional (2018); Economic and Legal Context for Financial Planning Course (FPC001B), Kaplan Higher Education (2025); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2025); Tax for Financial Advising Course, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on self managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jesse David Catherall
Jesse David Catherall is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001268502.
Advice is given under the Australian financial services licence of Professional Investment Services Pty Ltd, licence number 234951. That authorisation dates from 19 October 2018.
According to the register, Jesse first provided financial advice in 2018. Qualifications and training on file include Bachelor of Commerce (Economics and Finance) (Curtin University of Technology, 2012), Master of Applied Finance (Monash University, 2015) and Tier 1 Life Insurance (Kaplan Professional, 2018). Jesse is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on self managed superannuation funds.”
Reviews
Nobody has reviewed Jesse David Catherall here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jesse David Catherall a registered financial adviser?
Yes. Jesse David Catherall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268502.
Which licensee does Jesse David Catherall work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Jesse David Catherall give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on self managed superannuation funds."