Financial Adviser
· BUDERIM, QLD
Catherine Belford
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271770
Catherine Belford is a financial adviser based in Buderim, Queensland, with 8 years of experience in the financial services industry. Catherine is currently authorised under Wealth Today Pty Ltd. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2017
Advanced Diploma of Financial Planning
Integrity Education Group
2017
Self-Managed Superannuation Funds
Integrity Education Group
2019
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
2020
Tier 1 Margin Lending
Other - Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
This authorised representative is only authorised to give class of product advice in relation to Securities.
Source: ASIC Financial Advisers Register