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.
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.
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.
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.
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.
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.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2015
- Years of experience 8
- Certified Practicing Accountant (CPA)
Hayes Girling Financial Pty LtdUnit 1b, 5 Kelletts Road
Rowville, VIC 3178
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Security National Financial Services Pty Ltd