Financial Adviser · NEWCASTLE WEST, NSW

Catherine Maryanne Parker

NEWCASTLE WEST, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001250284

Currently at

Cutcher & Neale Superannuation Technical Services

Newcastle West, NSW (firm address)

View firm profile

About Catherine Maryanne Parker

Catherine Maryanne Parker is a financial adviser based in Newcastle West, New South Wales, with 10 years of experience in the financial services industry since 2016. Catherine is currently authorised under Cutcher & Neale Financial Services, operating through Cutcher & Neale Superannuation Technical Services. Catherine holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Catherine's qualifications include a Bachelor of Commerce (Financial Accounting & Finance) from University of Newcastle. Catherine is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Commerce (Financial Accounting & Finance)

University of Newcastle

2013

Chartered Accountant Program

Chartered Accountants Australia and New Zealand

2015

Accountants SMSF Package SUB-514994

Kaplan Higher Education

2015

Certificate IV in Finance & Mortgage Broking

Kaplan Higher Education

2015

Diploma in Financial Planning

Kaplan Higher Education

2015

Insurance and Risk Protection SUB-515024

Kaplan Higher Education

2015

Securities and Managed Investments SUB-515022

Kaplan Higher Education

2015

Tier 1 Financial Planning Personal Advice SUB-515058

Kaplan Higher Education

2020

SMSF Specialist Advisor Program

SMSF Association Ltd

2024

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Cutcher & Neale Financial Services Pty Ltd

Jul 2017 - Present Current

Authorised to deal in Superannuation (including SMSFs). All other product areas, authorised to advise only.

Politis Investment Strategies Pty Ltd

Dec 2016 - Jun 2017 Ceased

Financial product advice restricted as per "Notice of Authorisation" Issued

Source: ASIC Financial Advisers Register