Financial Adviser
· WEST PERTH, WA
Paul Catalini
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000432601
Paul Catalini is a financial adviser based in West Perth, Western Australia, with 13 years of experience in the financial services industry. Paul is currently authorised under Seneco Financial Services Pty Ltd. Paul 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 Finance from Curtin University. Paul 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Master of Finance
Curtin University
2012
Advanced Diploma Of Financial Services (Financial Planning)
Kaplan Higher Education Pty Ltd
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
FINCHOICE PTY LTD
Self-Managed Superannuation Funds
FINCHOICE PTY LTD
Self-Managed Superannuation Funds
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
SECURITOR FINANCIAL GROUP PTY LIMITED
Excluding Self Managed Superannuation Funds
GUARDIANFP PTY LIMITED
Source: ASIC Financial Advisers Register