Financial Adviser · ADELAIDE, SA

Christopher Martin Cattrall

26 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000289310

Christopher Martin Cattrall is a financial adviser based in Adelaide, South Australia, with 26 years of experience in the financial services industry. Christopher is currently authorised under Oreana Financial Services Pty Ltd. Christopher 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 Certified Financial Planner (CFP) from Financial Advice Association of Australia Limited. Christopher is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

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

2000

Diploma of Financial Markets

Securities Institute

2003

Graduate Diploma in Financial Planning

Kaplan Higher Education Pty Limited

2004

Graduate Diploma of Financial Planning

Securities Institute

2015

Certified Financial Planner (CFP)

Financial Advice Association of Australia Limited

2022

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Oreana Financial Services Pty Ltd

Jan 2020 - Present Current

Psk Advisory Services Pty Ltd

Aug 2017 - Nov 2019 Ceased

PORTFOLIO PLANNING SOLUTIONS LTD

Aug 2011 - Nov 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

PPS LIFESTYLE SOLUTIONS PTY LTD

Aug 2011 - Nov 2019 Ceased

One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Fitzpatricks Private Wealth Pty Ltd

Sep 2008 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register