Financial Services Guide
Financial Services Guide (FSG) Summary
Catterall Wealth Solutions | AFSL 700061
Last updated: April 2026
Who we are
Catterall Wealth Solutions is licensed under AFSL 700061 to provide general advice only on life-risk insurance and Superannuation and Self Managed Super Fund guidance.
Contact Us
call us
0419 781 200
Email Us
stephen@stephencatterall.net
Address
103/83 Queens Road, Melbourne VIC 3004
What we offer
We provide general financial advice (not personal advice) and can arrange:
• Life Insurance
• Total & Permanent Disability (TPD)
• Trauma/Critical Illness Cover
• Income Protection
• Insurance held inside superannuation
• General information on superannuation strategies
Important: Our advice does not take into account your personal objectives, financial situation, or needs.
Always read the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD).
How we are paid
We may receive:
• Commissions from insurers, and/or
• Agreed service fees (if applicable)
All fees and commissions will be disclosed before any application is lodged.
Your Privacy
Your personal information is protected under the Australian Privacy Principles.
You may request access to your information at any time.
Complaints & Dispute Resolution
If you have a concern, please contact us first:
call us
0419 781 200
Email Us
stephen@stephencatterall.net
If unresolved, you can contact the Australian Financial Complaints Authority (AFCA):
AFCA Member Number: 102808
Visit:
www.afca.org.au
call
1800 931 678
Professional Indemnity Insurance
We maintain Professional Indemnity Insurance that meets the requirements of section 912B of the Corporations Act, covering the financial services we provide.
General Advice
Stephen Catterall (Authorised Representative No. 1310562) is an Authorised Representative of Catterall Wealth Solutions (AFSL 700061). The information provided is general in nature and does not take into account your personal objectives, financial situation, or needs. Before acting on any information, consider its appropriateness regarding your personal circumstances and seek personal financial advice.