Financial Adviser
· SYDNEY, NSW
Catherine Pacholke
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008241
Catherine Pacholke is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Catherine is currently authorised under Mufg Retire360 Pty Limited. Catherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Banking and Finance) from Queensland University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Business (Banking and Finance)
Queensland University of Technology
2015
FNS50611 Diploma of Financial Planning
Integrity Education Group
2016
DFP5v1 Tax for Financial Advising
Kaplan Professional
2017
FNS60415 Advanced Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
ADVISER NETWORK PTY LTD
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register