Catriona has over 27 years’ experience in the banking and finance industries, as well as a background in language teaching. She has spent over 9 years as a Financial Planner, offering advice to individual clients.
Catriona holds an Advanced Diploma of Financial Planning and a Bachelor of Arts (Honours) and is a member of the Financial Advice Association Australia (FAAA) and the SMSF Association.
At Focus Wealth Advisers, we believe it is a shared journey with our clients, our role being to provide guidance and support across all areas of their financial life. This education process enables our clients to understand investing. With this understanding comes empowerment and the ability for our clients to provide informed consent to the advice we provide.
- Adviser status Silver
- First year providing advice 2014
- Years of experience 10
- Advanced Diploma of Financial Planning
Focus Wealth AdvisersMagistrates House, 7 Market Pl
Berrima, NSW 2577
- 9:00am – 5:00pm Monday – Friday
Adviceiq Partners Pty Ltd