Financial Advice

Stephen Catterall

Catterall Wealth Solutions

About Stephen

Stephen Catterall is the founder of Catterall Wealth Solutions and brings more than 30 years of experience across financial planning, wealth management and property strategy. He holds an MBA, operates under his own Australian Financial Services Licence, and has previously taught as an Associate Professor at Torrens University.

Catterall Wealth Solutions provides general financial advice and education across personal insurance (life, TPD and income protection), superannuation and SMSF strategies, retirement income planning, and business protection and estate planning. The focus is on explaining complex financial concepts in plain language so clients can make informed decisions, with no obligation consultations and free insurance reviews.

Ideal referral partners

Mortgage brokers, accountants, conveyancers and property professionals, plus business owners who need personal insurance, superannuation or estate planning advice for themselves and their clients.

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