Catherine Smith Financial Planner Report

Name:
Catherine Maree Smith

Rep Number:
000280121

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2016-08-29 onwards

Location:
Dickson, , ACT, 0

Licensee
Name:

Number:
000254544

ABN:
17 005 482 726

Controlled By:

Appointed By
Name:
Wholistic Financial Coaching Pty Ltd

Licence Number:
000405607

ABN:
68 129 895 370

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Superannuation

Qualifications
University of Canberra
Bachelor of Commerce
CPA
CPA
AMP Financial Services
Diploma of Financial Services
KAPLAN Professional Education
Margin Lending
University of NSW
Masters Degree Taxation

Memberships
CPA Australia (CPA)