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Chris Catalovski

Financial Adviser

Waterford Accountants and Waterford Financial Services
Hamilton, NSW 2303

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About

Chris Catalovski is an ASIC-registered financial adviser based in Hamilton, NSW, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a strong educational foundation including a Bachelor of Economics from the University of Newcastle (1994), a Graduate Diploma in Accounting from Macquarie University (1996), and advanced financial planning qualifications from the Securities Institute (2005) and Kaplan Higher Education (2012), Chris possesses the knowledge and experience to guide you through various financial complexities. He also holds specialist certifications in Margin Lending and Self Managed Superannuation Funds (2015). Chris adheres to the highest ethical standards, reinforced by his FPC002B Ethics and Professionalism in Financial Advice certification from Kaplan Higher Education (2021). Chris is authorized to provide advice on a broad range of financial products, ensuring a holistic approach to your financial well-being. This includes superannuation advice, insurance solutions, wealth management strategies, and retirement planning services. Chris can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Ready to take control of your financial future? Contact Chris Catalovski today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Investment advice Insurance solutions

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000234665

Verify on ASIC Register

Authorised Representative Number

000289495

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Chris Catalovski offer?

Chris Catalovski offers advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, and insurance. He can help you create a tailored strategy to achieve your financial goals.

What are Chris Catalovski's qualifications and experience?

Chris holds a Bachelor of Economics, a Graduate Diploma in Accounting, and several diplomas in financial services. He has been working in the financial services industry since 2005 and has completed specialist training in areas such as Margin Lending and Self Managed Superannuation Funds.

What can I expect during my first consultation with Chris Catalovski?

During your first consultation, Chris will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain his services and how he can help you achieve your objectives. This is a no-obligation opportunity to see if Chris is the right fit for you.

How does Chris Catalovski stay up-to-date with changes in the financial industry?

Chris is committed to ongoing professional development and regularly participates in training and education programs to stay informed about the latest changes in financial regulations, products, and strategies. This ensures that he can provide you with the most current and relevant advice.

How does Chris Catalovski tailor his advice to my specific needs?

Chris believes that every client is unique and takes a personalized approach to financial planning. He will work closely with you to understand your individual circumstances, goals, and risk tolerance, and then develop a customized plan that is tailored to your specific needs.

Get in Touch

Contact Chris directly for personalised advice.

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