Financial Adviser
· GEELONG WEST, VIC
Cathryn Amanda Walley
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247929
Cathryn Amanda Walley is a financial adviser based in Geelong West, Victoria, with 10 years of experience in the financial services industry. Cathryn is currently authorised under Lbw Wealth Pty Ltd. Cathryn 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 from Deakin University. Cathryn is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
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
2001
Bachelor of Commerce
Deakin University
2004
Graduate Diploma (ICAA)
ICAA
2012
Diploma of Financial Services
Pinnacle
2016
SMSF Specialist Advisor
Self Managed Super Fund Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
Financial Product Advice is limited to SMSF's with regards to the establishment, structuring, retention or termination of an SMSF.
Source: ASIC Financial Advisers Register