Catherine Navarro
Financial Adviser
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About
Catherine Navarro is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. Catherine holds a Bachelor of Commerce from Bond University and Advanced Diplomas in Financial Services (Financial Planning) from Tribeca. She further enhanced her expertise with a Certificate IV in Finance and Mortgage Broking from Kaplan Professional and successfully completed the FASEA Financial Adviser Exam. As a Fellow Chartered Financial Practitioner (FChFP) and a member of the Financial Advice Association of Australia (FAAA), Catherine adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Catherine takes a holistic approach to financial planning, focusing on building long-term relationships with her clients and tailoring strategies to their unique circumstances and aspirations. She believes in empowering her clients through education and guidance, enabling them to make informed decisions about their financial futures. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Catherine today to schedule a consultation and discover how she can help you achieve your goals.
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Frequently Asked Questions
What types of financial advice does Catherine Navarro offer?
Catherine Navarro provides comprehensive financial advice encompassing superannuation, insurance, wealth management, retirement planning, investment strategies, and more. She tailors her advice to meet your individual needs and financial goals.
What qualifications does Catherine Navarro have?
Catherine holds a Bachelor of Commerce, Diplomas in Financial Services (Financial Planning), a Certificate IV in Finance and Mortgage Broking, and has passed the FASEA Financial Adviser Exam. She is also a Fellow Chartered Financial Practitioner (FChFP).
What is Catherine Navarro's approach to financial planning?
Catherine takes a holistic and personalised approach, focusing on building long-term relationships with her clients. She emphasises education and empowerment, helping you make informed decisions about your financial future.
How does the financial planning process with Catherine Navarro work?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Catherine will then develop a tailored financial plan, implement the agreed-upon strategies, and provide ongoing support and reviews to ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with Catherine Navarro?
During your first meeting, you can expect a friendly and professional discussion about your financial circumstances, goals, and priorities. Catherine will explain her services and how she can help you achieve your financial objectives. It's an opportunity for you to ask questions and determine if her services are the right fit for you.
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