Catherine Tripodi – Financial Adviser

Adviser identifying number: 1004646
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2000

Name of the licence holder: FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Licence number: 240019
Licensee’s ABN: 37096452318
Licence controlled by: FSS Trustee Corporation

The date the Financial Adviser commenced the appointment: 03/08/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000240019
Authorised Representative’s ABN: 37096452318

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 Certificate in HR Management – TAFE
  • Advanced Diploma of Financial Services (Financial Planning) – Deakin University
  • Diploma of Financial Planning – Kaplan Professional Education
  • Graduate Certificate In Management – University Of New England
  • Margin Lending and Geared Investments – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Catherine Tripodi 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