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Cathryn Walley profile image

Cathryn Walley

Board Member at Geelong Chamber of Commerce
Intro Book
Experienced financial planner and accountant with a strong background in superannuation and tax.
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Location
Greater Melbourne Area, AU
Skills
  • Superannuation
  • Tax
  • Accountants
  • Income Tax
  • Investment Strategies
  • Show all
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Bio

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Cathryn Walley is a seasoned financial professional with extensive experience in superannuation, tax, and financial planning. She holds a Chartered Accountant degree and has worked with various organizations, including Geelong Chamber of Commerce, LBW Business + Wealth Advisors, and Tourism Geelong.

Credentials

  • Tax (Financial) Adviser
    Tax Practitioners Board
    Jan, 2017
    - Apr, 2026
  • Authorised Representative - Limited SMSF Authority
    Lonsdale Financial Group Ltd
    Sep, 2016
    - Apr, 2026
  • SMSF Specialist Advisor
    SMSF Association

Experience

Education

  • Institute of Chartered Accountants in Australia
    Chartered Accountant
  • Deakin University
    Bachelor of Commerce (BCom), Accounting and Finance
  • Sacred Heart College, Geelong
    VCE
  • University of Adelaide
    SMSF Specialist Adviser, Superannuation
  • 2012 - 2013
    Pinnacle Financial Services Academy
    Diploma of Financial Services (Financial Planning), Financial Planning and Services

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Industry Focus. “Non-profit Organization Management”

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