Financial Adviser · MELBOURNE, VIC

Jesse David Catherall

8 Years experience

Tax advice
authorised

Currently at

Professional Investment Services Pty Ltd

Bundall, QLD

View firm profile

ASIC Registered · ADV 001268502

Jesse David Catherall is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Jesse is currently authorised under Professional Investment Services Pty Ltd. Jesse 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 Master of Applied Finance from Monash University. Jesse is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Not authorised to provide advice on self managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Economics and Finance)

Curtin University of Technology

2015

Master of Applied Finance

Monash University

2018

Tier 1 Life Insurance

Other - Kaplan Professional

2025

Economic and Legal Context for Financial Planning Course (FPC001B)

Regulation & Legal Obligations - Kaplan Higher Education

2025

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2025

Tax for Financial Advising Course

Kaplan Professional

Registration History

Professional Investment Services Pty Ltd

Oct 2018 - Present Current

Not authorised to provide advice on self managed superannuation funds

Source: ASIC Financial Advisers Register