Cathleen Armstrong
Financial Adviser
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About
Cathleen Armstrong is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals. Cathleen holds a Bachelor of Business (Banking and Finance/Financial Risk Management) from Victoria University (2021) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2024). This solid educational foundation, combined with her commitment to ongoing professional development, ensures she provides informed and reliable advice. Cathleen is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Cathleen is committed to building long-term relationships with her clients, offering tailored advice and support to help them navigate the complexities of the financial landscape. Whether you are planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Cathleen can provide the expert guidance you need. Contact Cathleen today to discuss your financial needs and start planning for a secure future.
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Frequently Asked Questions
What types of financial advice does Cathleen Armstrong offer?
Cathleen Armstrong specialises in superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment guidance. She can help you create a financial plan tailored to your specific needs and goals.
What are Cathleen Armstrong's qualifications?
Cathleen holds a Bachelor of Business (Banking and Finance/Financial Risk Management) from Victoria University and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited, demonstrating her commitment to professional excellence.
How does Cathleen Armstrong develop a financial plan for clients?
Cathleen starts by understanding your current financial situation, goals, and risk tolerance. She then develops a personalised financial plan that outlines strategies to help you achieve your objectives. Regular reviews and adjustments ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Cathleen Armstrong?
During your initial consultation, Cathleen will discuss your financial goals, gather information about your current financial situation, and explain her approach to financial planning. This meeting is an opportunity for you to ask questions and determine if Cathleen is the right fit for your needs.
Can Cathleen Armstrong help me with my superannuation?
Yes, Cathleen provides expert advice on superannuation, including contribution strategies, investment options, and retirement planning. She can help you make informed decisions to maximise your superannuation benefits.
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