The Right FINANCE Strategy

Wholistic Financial Solutions and Wholistic Property Solutions can help you with

The Right Finance Strategy

For all your property investment needs


Our Credit Licensee is: 

VOW FINANCIAL PTY LTD

ACL 390261


Catherine Smith - Financial Planner, Mortgage Broker, Real Estate Agent, PIPA Member, Investment Property Coach and Practice Manager

catherine@wfscanberra.com.au

CRN493249


Catherine has had over 25 years experience in Taxation, business, SMSF's, finance and property investment. She holds an Accounting Degree and a Masters degree in Taxation and was recognised by the Certified Practitioners of Australia (CPA) Society as a 'Specialist in Taxation' in 2001.  She spent 11 years with the Australian Taxation Office as a senior Audit manager and a Fraud Investigator.

After leaving the ATO Catherine established an Accounting practice in Ulladulla in 2002 and then relocated the practice to Canberra in 2006. Catherine is a member of FBAA, a Fellow of the NTAA and a member of PIPA.  She also holds a Diploma of Financial Planning, a Diploma of Mortgage Broking and Finance, a Diploma of Real Estate,  a  Masters Degree in Taxation and a Degree in Accounting.  She is also a Justice of Peace and Certified Results and Master Results Coach.
Most importantly Catherine is a passionate Property investor.  She bought her first property when she was 17 and has brought and sold over 20 properties in the last 20 years.  She currently maintains a large property portfolio and has properties in ACT, NSW, Qld and Vic.  She holds both residential and commercial properties and her aim is to retire to the coast and live financially independent through the capital growth on her property portfolio.  Catherine made many mistakes during her investing career and her main goal is to help her clients not make the same mistakes.
Along with a busy career, Catherine is raising four young children and knows the importance of children to our future.

Tanya Ristevska - Mortgage Broking Admin Assistant

tanya@wfscanberra.com.au

Tanya has had over 15 years experience in Mortgage Broking. She has worked for numerous Mortgage Broking Companies including Aussie Home Loans and Rams. She has been working for WFS for over 5 years and is a polite, friendly, helpful member of the team. Her work standard, professionalism and ethics are also of an extremely high standard and you can rest assured that if Tanya is working on your file - you are in great hands

Some of the bank we deal with on your behalf:

                                                                

 

 

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