Financial Adviser
· MELBOURNE, VIC
Catherine Cohen
No disciplinary history on record with ASIC
MELBOURNE,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272485
About Catherine Cohen
Catherine Cohen is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Catherine works at Morgans Financial, which is licensed through Morgans Financial Limited. Catherine holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Catherine's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2018
Core 1 Securities & Managed Investments Accreditation Program
Stockbrokers & Financial Advisers Association Ltd / DeakinCo
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2021
FPC006 Tax and Commercial Law for Financial Planning Kaplan 5 2021 Active Select Item 6
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register