Meet Stephen Catterall
Trusted and Experienced
- Stephen Catterall, MBA is the holder of Australian Financial Services Licence AFSL 700061 and brings over 30 years of experience across financial planning, wealth management and property strategy. He has also served as an Associate Professor at Torrens University where he educated future financial professionals. Through Catterall Wealth Solutions, Stephen provides general advice and educational guidance, helping clients understand how key financial strategies may operate within a broader wealth framework
Areas of Focus:
- Superannuation and SMSF strategies
- Personal insurance (life, TPD and income protection)
- Retirement income planning
- Business protection and estate planning
- Property structures inside and outside of superannuation
Approach:
Stephen’s approach is practical, clear and focused on simplifying complex financial concepts so clients can make informed decisions with confidence. He works alongside a network of established third-party specialists, including property professionals, to provide access to investment opportunities across Australia. While there is a strong focus on markets such as South East Queensland, Redcliffe, Scarborough, Gold Coast, Sunshine Coast and Melbourne, he collaborates with trusted national partners to facilitate access to opportunities across the country. Catterall Wealth Solutions does not provide specific property recommendations or personal advice in relation to property acquisition.
Working Together:
Stephen combines professional expertise with real-world experience, helping bridge the gap between theory and practical implementation—particularly when considering how different strategies may operate together within a broader financial framework. All information provided is general in nature and does not take into account your personal objectives, financial situation or needs.
Next Steps:
If you would like to better understand your options, you are welcome to get in touch for a no-obligation conversation.
Secure your future with peace of mind
over 30 years of industry experience. We provide Independent advice you can trust.