Data sourced from ASIC Financial Advisers Register
Financial Adviser · MORNINGTON, VIC

Catriona Graham

17 Years experience
Tax advice
authorised
Currently at
Bridges Financial Services Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001001531

Catriona Graham is a financial adviser based in Mornington, Victoria, with 17 years of experience in the financial services industry. Catriona is currently authorised under Bridges Financial Services Pty Limited. Catriona 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Catriona 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 Margin Lending

Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma of Financial Services (Financial Planning) FNS50804
AMP Financial Planning Pty Ltd
2008
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2010
Margin Lending and Geared Investments
Kaplan Education Pty Ltd
2012
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2018
Fellow Chartered Financial Practitioner
Association of Financial Advisers
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Bridges Financial Services Pty Limited
Aug 2019 - Present Current
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
Bendigo Financial Planning Limited
Nov 2010 - Jul 2019 Ceased
Hillross Financial Services Limited
Jul 2009 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register