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Catherine Smith profile image

Catherine Smith

Director at Wholistic Financial Solutions

Member Since February 2018

Dickson, ACT, 2602

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I hold a Degree in Accounting, Master’s Degree in Taxation, Diploma of Financial Planning, Diploma of Finance, Diploma of Real Estate. I am an Accountant, Financial Planner, Mortgage Broker, Real Estate Agent and Accredited Property Investment Adviser. My 20 years of study was primarily as a result of my frustration with the whole Financial Advisory Sector. There was no professional field looking after the ‘whole’ of a client’s financial needs.

Qualified skills

Finance and accounting
Taxation
Superannuation
Business finance and loans
Financial planning
Finance-Mortgage Loans
Investment Services
Mortgage Brokers
Property Consultants
Property Management

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Taxation
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