Stephen Catania
Financial Adviser
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About
Stephen Catania is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Stephen holds a Bachelor of Commerce (Economics and Financial Planning) from Curtin University and a Certificate IV in Financial Services (Finance/Mortgage Broking). He has also completed specialized programs in Margin Lending and Self-Managed Superannuation Funds through Kaplan Professional. Stephen is a Fellow Chartered Financial Practitioner (FChFP) of the FAAA, reflecting his commitment to upholding the highest ethical and professional standards. He continually updates his knowledge, including completing the Ethics and Professionalism Course at Griffith University, ensuring he provides the most current and relevant advice. Authorised to provide advice on a comprehensive range of financial products, Stephen specialises in superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Ready to take control of your financial future? Contact Stephen today to arrange a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Stephen Catania offer?
Stephen specialises in superannuation advice, insurance, wealth management, and retirement planning. He can also provide advice on various investment products, including Investment Life Insurance, Life Risk Insurance and Securities.
What qualifications does Stephen Catania have?
Stephen holds a Bachelor of Commerce (Economics and Financial Planning) from Curtin University, a Certificate IV in Financial Services (Finance/Mortgage Broking), and has completed programs in Margin Lending and Self-Managed Superannuation Funds through Kaplan Professional. He is also a Fellow Chartered Financial Practitioner (FChFP) of the FAAA.
What is the process of working with Stephen Catania?
The process typically begins with an initial consultation to understand your financial goals and current situation. Stephen will then develop a tailored financial plan, implement the plan, and provide ongoing reviews to ensure your plan remains aligned with your needs.
How does Stephen Catania stay up-to-date with changes in the financial industry?
Stephen is committed to continuous professional development. He regularly participates in industry training, including completing the Ethics and Professionalism Course at Griffith University, and maintains his membership with the FAAA.
What can I expect from a consultation with Stephen Catania?
During a consultation with Stephen, you can expect a thorough assessment of your financial situation, a clear explanation of available options, and a personalised plan designed to help you achieve your financial goals. Stephen prioritizes clear communication and building a strong client relationship.
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