Catriona Graham
BRIDGES FINANCIAL SERVICES PTY LIMITED · Mornington VIC 3931 · Advising since 2009
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001001531
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837Since 9 August 2019
- Principal business address
- Mornington VIC 3931
- First year providing advice
- 2009
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2019 – presentBRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- CEASEDNov 2010 – Jul 2019BENDIGO FINANCIAL PLANNING LIMITED · AFSL 237898
- CEASEDJul 2009 – Oct 2010HILLROSS FINANCIAL SERVICES LIMITED · AFSL 232705
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd · 2020 · Graduate Diploma (AQF 8)
Fellow Chartered Financial Practitioner
Association of Financial Advisers · 2018 · Professional Designations
Self Managed Superannuation Funds
Kaplan Education Pty Ltd · 2012 · Other
Margin Lending and Geared Investments
Kaplan Education Pty Ltd · 2010 · Other
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd · 2008 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning) FNS50804
AMP Financial Planning Pty Ltd · 2007 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Catriona Graham claims the profile.
Reviews
Not yet reviewed
No client has reviewed Catriona Graham on Souffle yet.
Contacting Catriona Graham
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Catriona Graham claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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