Catherine Jenkins

Hayes Girling Financial Pty Ltd

Gold
7 Yrs Experience
Wantirna, VIC 3152
Experienced Financial Advisor and CPA with a demonstrated history of working in the financial planning and accounting industry. Skilled in all areas of Financial Planning including SMSFs and Aged Care. Strong finance professional, Catherine attained a Bachelor of Commerce (Accounting and Finance) from Deakin University in 1998, CPA in 2001 and a Diploma of Financial Planning from CPA Australia in 2015.  All FASEA education requirements are complete.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 5
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Certified Practicing Accountant (CPA)
  • Language spoken
    • English

Hayes Girling Financial Pty Ltd

Suite 13, 603 Boronia Rd
Wantirna, VIC 3152

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

4.90
5 Reviews
5
4
3
2
1
4.75
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—5 of 5

Sort by

5.00

"Catherine has always been helpful with all our questions, and put a plan into place to helps us towards retirement. After years of having ordinary Financial Adviser's Catherine has a breath of fresh air."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"It was lovely to deal with a woman who knew all her stuff. I felt very comfortable that her advice suited my situation. She prepared everything so I could understand it and if there was something I didn't quite get, she was only to happy to explain again. I would definitely recommend Catherine to my friends and family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Catherine was amazing in offering her expertise in financial matters of retirement, shares and setting us up for the future so that I could sleep easily at night. I was ready to withdraw all funds and Catherine very calmly was able to advise us a much better, safer option and of course, peace of mind. Catherine was very patient in explaining how superannuation, shares all worked and now we have an understanding of how we can retire and live a full life financially. I am very grateful to Catherine for her time, listening fully to our needs, her detail to attention and her terrific new retirement plan for us! Thank you so much."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of Catherine's for some years. I look forward to our regular reviews. She explains my situation clearly so that as well as giving me good advice she gives me easily understood information so that I can make decisions about how I wish my account to be managed. She is always very well prepared for our meetings, is easy to listen to and very attentive to my needs."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been a client of Catherine's for a number of years. Given the recent turmoil in the financial advice industry, it is a welcome relief to find someone who is both an expert in the field and trustworthy. Additionally Catherine is exceptionally personable and goes above and beyond to ensure you are 100% satisfied every step of the way. Thanks Catherine."

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
1999

Certified Practicing Accountant (CPA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CPA Australia (CPA)
Completed
2001

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Professional Memberships

Certified Practising Accountants Australia (CPA)

Membership type
CPA
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Catherine's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Catherine able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Catherine's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Catherine to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Catherine?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Catherine provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Catherine may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Catherine Jenkins
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens