Financial Adviser · NORTH ADELAIDE, SA

Cathleen Mary Shimmin

NORTH ADELAIDE, SA

21 Years experience

Tax advice
authorised

ASIC Registered · ADV 000296262

Currently at

Shimson Investments

Bundall, QLD (firm address)

View firm profile

About Cathleen Mary Shimmin

Cathleen Mary Shimmin is a financial adviser based in North Adelaide, South Australia, with 21 years of experience in the financial services industry since 2005. Cathleen is currently authorised under Matrix Planning Solutions Limited, operating through Shimson Investments. Cathleen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cathleen's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

MLC Three Sixty (RTO)

2006

Diploma of Financial Services (Financial Planning)

Tribeca Learning

2016

Diploma of Management

TAFE SA

2018

Tax for Financial Advising (DFP5v4)

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Nov 2022 - Present Current

Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution and basic investment advice for an existing SMSF.

Matrix Planning Solutions Limited

Sep 2021 - Oct 2022 Ceased

Excludes SMSF.

Matrix Planning Solutions Limited

Jul 2017 - Jul 2021 Ceased

Excludes SMSF

APOGEE FINANCIAL PLANNING PTY LTD

Jun 2005 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register