Catherine Winduss
Financial Adviser
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About
Catherine Winduss is an ASIC-registered financial adviser based in Croydon, VIC, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce/Arts from Deakin University (1999) and a Graduate Diploma of Financial Planning from Finsia (2005), Catherine has built a strong foundation of knowledge. She further cemented her expertise by becoming a Certified Financial Planner with the Financial Planning Association in 2013. Catherine stays current with industry best practices, completing Ethics and Professionalism training with Kaplan Professional in 2020 and is a member of the Financial Advice Association of Australia (FAAA). Catherine is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also skilled in providing advice related to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Catherine's holistic approach ensures that all aspects of your financial life are considered. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance Ready to take control of your financial future? Contact Catherine today for 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 Winduss offer?
Catherine Winduss specialises in providing comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. She can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Catherine Winduss have?
Catherine holds a Bachelor of Commerce/Arts from Deakin University, a Graduate Diploma of Financial Planning from Finsia, and is a Certified Financial Planner with the Financial Planning Association. She also completed Ethics and Professionalism training with Kaplan Professional.
What is Catherine Winduss's approach to financial planning?
Catherine takes a holistic approach, considering all aspects of your financial life to create a tailored plan that aligns with your goals and values. She focuses on building long-term relationships with her clients, providing ongoing support and guidance.
How can Catherine Winduss help me with my superannuation?
Catherine can provide expert advice on optimising your superannuation strategy, including contribution strategies, investment options within super, and planning for a comfortable retirement income.
What should I expect during my first meeting with Catherine Winduss?
During your first meeting, Catherine will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then outline how she can help you achieve your objectives and explain her fee structure.
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