Catherine Helen Barrett – Financial Adviser

Adviser identifying number: 303184
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002

Name of the licence holder: INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence number: 236523
Licensee’s ABN: 47097797049
Licence controlled by: STEINHARDT HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 11/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INFOCUS SECURITIES AUSTRALIA PTY LTD
Authorised Representative identifying number: 236523
Authorised Representative’s ABN: 47097797049

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• ASX Accredited LIsted Products Adviser (ALPA) Program – Kaplan Education Pty Ltd
• Advanced Diploma of Financial Services (Financial Planning) – Kaplan Education Pty Ltd
• Fellow Chartered Financial Practitioner – RG146 Training Australia Pty Ltd
• Margin Lending and Geared Investments – Kaplan Education Pty Ltd
• Self Managed Superannuation Funds – Kaplan Education Pty Ltd

Relevant memberships of professional bodies or industry associations:

Catherine Helen Barrett is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility