Catherine Chalker
Financial Adviser
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About
Catherine Chalker is an ASIC-registered financial adviser based in Wagga Wagga, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built on a Bachelor of Business from Charles Sturt University and advanced qualifications in financial planning from Kaplan Professional Education, Catherine provides comprehensive and tailored advice to meet each client's unique needs. Catherine's extensive training includes specialist knowledge in Self Managed Superannuation Funds, Margin Lending and Geared Investments, and ASX Listed Products. As a member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia, she adheres to the highest professional standards. Authorised to provide advice on a wide range of financial products, Catherine can assist you with: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Catherine is committed to providing clear, straightforward advice to help you navigate the complexities of the financial landscape. Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's future, Catherine can provide the expertise and guidance you need. Contact Catherine today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What services does Catherine Chalker provide?
Catherine Chalker offers a comprehensive range of financial services, including superannuation advice, insurance, wealth management, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Catherine Chalker have?
Catherine holds a Bachelor of Business from Charles Sturt University, a Self Managed Superannuation Funds accreditation, a Margin Lending and Geared Investments accreditation, an Advanced Diploma of Financial Planning from Kaplan Professional Education, and an ASX Listed Products Accreditation.
What can I expect during my first meeting with Catherine Chalker?
During your initial consultation, Catherine will take the time to understand your current financial situation, goals, and risk tolerance. She will then develop a tailored financial plan to help you achieve your objectives.
How can Catherine Chalker help me with my retirement planning?
Catherine can help you develop a comprehensive retirement plan that takes into account your income needs, investment options, and superannuation strategy. She will work with you to create a plan that allows you to retire comfortably and confidently.
Is Catherine Chalker a member of any professional associations?
Yes, Catherine is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia, demonstrating her commitment to upholding the highest ethical and professional standards in the financial advice industry.
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