Catherine Mclaren – Financial Adviser

Adviser identifying number: 1240768
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SKYLIGHT FINANCIAL SOLUTIONS PTY LTD
Licence number: 450139
Licensee’s ABN: 46076835848
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/04/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SKYLIGHT FINANCIAL SOLUTIONS PTY LTD
Authorised Representative identifying number: 450139
Authorised Representative’s ABN: 46076835848

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:

  • Advanced Diploma of Financial Services (Superannuation) – ASFA
  • Diploma of Financial Services (Financial Planning) – Kaplan

Relevant memberships of professional bodies or industry associations: Australian Institute of Superannuation Trustees (AIST)

Catherine Mclaren is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • 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