Financial Adviser · BROADBEACH, QLD

Robert Catherall

BROADBEACH, QLD

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000288857

Currently at

Picture Wealth Advisory

Perth, WA (firm address)

View firm profile

Robert Catherall is a financial adviser based in Broadbeach, Queensland, with 18 years of experience in the financial services industry since 2008. Robert is currently authorised under Picture Wealth Advisory. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Robert 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 Government Bonds

Restrictions: Not authorised for Self Managed Superannuation or Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2009

Certified Financial Planner (CFP)

Financial Planning Association of Australia (FPA)

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not authorised for Self Managed Superannuation or Standard Margin Lending

AAN WEALTH MANAGEMENT PTY LTD

Aug 2024 - Sep 2024 Ceased

Aware Financial Services Australia Limited

Jan 2024 - Jul 2024 Ceased

Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.

Mufg Retire360 Pty Limited

Jul 2022 - Dec 2023 Ceased

Fortnum Private Wealth Ltd

Apr 2021 - Jul 2022 Ceased

NOT SMSF

Financial Wisdom Limited

Dec 2018 - Dec 2019 Ceased

Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register