Data sourced from ASIC Financial Advisers Register
Financial Adviser · NOOSAVILLE, QLD

Catherine Irwin

10 Years experience
Tax advice
authorised
Currently at
Lifespan Financial Planning Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001243783

Catherine Irwin is a financial adviser based in Noosaville, Queensland, with 10 years of experience in the financial services industry. Catherine is currently authorised under Lifespan Financial Planning 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 Bachelor of Commerce (Financial Planning) from University of the Sunshine Coast. Catherine is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2017
Bachelor of Commerce (Financial Planning)
University of the Sunshine Coast
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd
Oct 2021 - Present Current
The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
Akumin Financial Planning Pty Limited
Aug 2018 - Jul 2021 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Akumin Financial Planning Pty Limited
Nov 2017 - Jun 2018 Ceased
Authorised in MDA services, which is 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.
MAGNITUDE GROUP PTY LTD
Jun 2016 - Oct 2017 Ceased

Source: ASIC Financial Advisers Register