Financial Adviser
· SOUTH YARRA, VIC
Catherine Kim Duc
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008030
Catherine Kim Duc is a financial adviser based in South Yarra, Victoria, with 16 years of experience in the financial services industry. Catherine is currently authorised under Australian Private Wealth Pty Ltd. Catherine 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 Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
DIPLOMA IN FINANCIAL SERVICES
TRIBECA
2012
ADVANCED DIPLOMA OF FINANCIAL PLANNING
KAPLAN PROFESSIONAL
2025
Accredited Behavioural Finance Professional
Kaplan
2025
Chartered Retirement Planning Counsellor
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan Professional