Financial Adviser · SYDNEY, NSW

Catherine Navarro

SYDNEY, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000239459

Currently at

Amalgamated Financial Services

Manly, NSW (firm address)

View firm profile

Catherine Navarro is a financial adviser based in Sydney, New South Wales, with 23 years of experience in the financial services industry since 2003. Catherine is currently authorised under Amalgamated Financial Services. Catherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Catherine's qualifications include a Bachelor of Commerce from Bond University. Catherine is a member of FChFP - Fellow Chartered Financial Practitioner and 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

1996

Bachelor of Commerce

Bond University

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2018

Certificate IV in Finance and Mortgage Broking

Kaplan Professional

Registration History

Amalgamated Financial Services Pty Ltd

Jan 2019 - Present Current

Charter Financial Planning Limited

Nov 2017 - Jan 2019 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Consultum Financial Advisers Pty Ltd

Sep 2007 - Jul 2017 Ceased

Source: ASIC Financial Advisers Register