Robert Catherall
Financial Adviser in Broadbeach, Queensland, Australia
Review Robert 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 number000288857
- Location
- Broadbeach QLD 4218
- Licensee
- Picture Wealth Advisory Pty Ltd (AFSL 530789)
- Authorised since
- 23 September 2024
- First provided advice
- 2008
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2006); Diploma of Financial Services (Financial Planning), Tribeca (2006); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2009); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (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 for Self Managed Superannuation or Standard Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Robert Catherall
Robert Catherall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Broadbeach, Queensland (adviser number 000288857).
Advice is given under the Australian financial services licence of Picture Wealth Advisory Pty Ltd, licence number 530789. The current authorisation started on 23 September 2024.
According to the register, Robert first provided financial advice in 2008. The qualifications listed for Robert include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Diploma of Financial Services (Financial Planning) (Tribeca, 2006) and Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2009). Robert is recorded as a member of Financial Advice Association of Australia (FAAA).
Robert is authorised to advise 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.
A further restriction is recorded on the register: “Not authorised for Self Managed Superannuation or Standard Margin Lending.”
Reviews
Nobody has reviewed Robert Catherall here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Robert Catherall a registered financial adviser?
Yes. Robert Catherall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288857.
Which licensee does Robert Catherall work under?
Picture Wealth Advisory Pty Ltd, Australian financial services licence 530789.
What can Robert 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 for Self Managed Superannuation or Standard Margin Lending."