Catherine Stewart
Financial Adviser
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About
Catherine Stewart is an ASIC-registered financial adviser based in North Parramatta, NSW, dedicated to helping clients achieve their financial goals with comprehensive and personalised advice. With a Bachelor of Commerce (Economics and Finance) from the University of Western Sydney and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, Catherine has been providing expert financial guidance since 2007. As a Certified Financial Planner with the Financial Advice Association Australia (FAAA), Catherine adheres to the highest ethical and professional standards. Her qualifications also include Margin Lending & Geared Investments, a Diploma of Finance and Mortgage Broking Management, AU Inhouse SMSF Accreditation, and FPC002B, ensuring she possesses a broad and deep understanding of the financial landscape. Catherine is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management. She specialises in crafting tailored strategies for retirement planning, investment life insurance, life risk insurance, securities, 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 Catherine Stewart today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Catherine Stewart provide?
Catherine Stewart offers comprehensive financial advice encompassing superannuation, retirement planning, wealth management, and insurance. She helps clients develop personalised strategies to achieve their financial goals.
What are Catherine Stewart's qualifications and experience?
Catherine holds a Bachelor of Commerce (Economics and Finance), an Advanced Diploma of Financial Services (Financial Planning), and is a Certified Financial Planner with the FAAA. She has been providing financial advice since 2007 and holds several specialist accreditations.
How can Catherine Stewart help me with my retirement planning?
Catherine can help you create a tailored retirement plan that considers your current financial situation, future goals, and risk tolerance. She provides advice on superannuation, investments, and other strategies to ensure a comfortable retirement.
What is the process for becoming a client of Catherine Stewart?
The first step is to schedule an initial consultation where Catherine will discuss your financial goals and needs. She will then develop a personalised financial plan and work with you to implement it, providing ongoing support and advice along the way.
What should I expect during my first meeting with Catherine Stewart?
During your first meeting, Catherine will take the time to understand your financial situation, goals, and risk tolerance. You should bring any relevant financial documents, such as superannuation statements and insurance policies. Catherine will explain her services and how she can help you achieve your financial objectives.
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