Cathleen Shimmin
Financial Adviser
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About
Cathleen Shimmin is an ASIC-registered financial adviser based in Mile End, South Australia, dedicated to helping clients achieve their financial goals with personalized and strategic advice. Cathleen holds an Advanced Diploma of Financial Services (Financial Planning) from MLC Three Sixty, a Diploma of Financial Services (Financial Planning) from Tribeca Learning, a Diploma of Management from TAFE SA, completed Tax for Financial Advising (DFP5v4) with Kaplan Professional, and holds a Graduate Diploma of Financial Planning from Kaplan Higher Education. With a comprehensive understanding of financial markets and regulations, Cathleen is authorized to provide advice on a wide range of financial products. Her expertise includes superannuation, insurance, wealth management, and retirement planning. She can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Cathleen is committed to providing tailored financial solutions to meet the unique needs of each client. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Cathleen 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 Cathleen Shimmin offer?
Cathleen offers advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Cathleen Shimmin have?
Cathleen holds an Advanced Diploma of Financial Services (Financial Planning), a Diploma of Financial Services (Financial Planning), a Diploma of Management, completed Tax for Financial Advising, and holds a Graduate Diploma of Financial Planning.
What is the process for working with Cathleen Shimmin?
The process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. This plan is then implemented and regularly reviewed to ensure it continues to meet your needs.
How can retirement planning advice from Cathleen help me?
Cathleen can help you develop a comprehensive retirement plan that considers your lifestyle goals, income needs, and risk tolerance, ensuring you have a comfortable and secure retirement.
What can I expect from my first meeting with a financial advisor?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. This allows the adviser to gain a clear understanding of your needs and determine how they can best assist you.
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