Cathrine Greven
Financial Adviser
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About
Cathrine Greven is an ASIC-registered financial adviser based in St Peters, SA, dedicated to providing tailored financial solutions to help you achieve your goals. With a Diploma of Financial Advising from the Securities Institute (2004) and a Graduate Certificate in Professional Accounting from the University of New England (2011), Cathrine possesses a strong foundation in financial principles and practices. As a member of the Institute of Public Accountants (IPA), she adheres to the highest ethical and professional standards. Cathrine is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Her expertise allows her to create personalized strategies that address your specific needs and aspirations. Key services include: • Superannuation advice to optimize your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to secure your financial future • Investment advice tailored to your risk profile Ready to take control of your financial future? Contact Cathrine today to schedule a consultation and discover how she can help you achieve your financial dreams.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Cathrine Greven offer?
Cathrine provides advice on superannuation, insurance, wealth management, and retirement planning, including products like Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Cathrine Greven's qualifications?
Cathrine holds a Diploma of Financial Advising from the Securities Institute (2004) and a Graduate Certificate in Professional Accounting from the University of New England (2011).
How does Cathrine Greven develop a financial plan?
Cathrine takes a personalized approach, starting with understanding your current financial situation, goals, and risk tolerance. She then develops a tailored strategy designed to help you achieve your specific objectives.
What professional memberships does Cathrine hold?
Cathrine is a member of the Institute of Public Accountants (IPA).
What should I expect during my first meeting with Cathrine Greven?
During your initial consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Cathrine will explain her services and how she can help you create a plan to achieve your financial objectives.
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