Catherine Cohen
Financial Adviser
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About
Catherine Cohen is an ASIC-registered financial adviser based in Melbourne, dedicated to helping clients achieve their financial goals through tailored and strategic advice. Catherine holds a Graduate Diploma of Financial Planning from Kaplan Professional (2021) and has completed several key industry accreditations, including the Core 1 Securities & Managed Investments Accreditation Program from the Stockbrokers & Financial Advisers Association Ltd / DeakinCo (2018), as well as ethics, tax, and legal qualifications from Kaplan. Catherine is authorized to provide advice on a range of financial products, including superannuation, wealth management, securities, and government debt securities. This allows her to create comprehensive financial plans that address your specific needs and objectives. Key services include: • Superannuation advice • Wealth management • Investment advice (securities and government debt) • Retirement planning With a commitment to ethical and professional conduct, Catherine is passionate about empowering her clients to make informed financial decisions. Contact Catherine today to arrange a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Catherine Cohen offer?
Catherine Cohen provides advice on superannuation, wealth management, securities, and government debt securities. She can help you with retirement planning, investment strategies, and building long-term wealth.
What qualifications does Catherine Cohen have?
Catherine Cohen holds a Graduate Diploma of Financial Planning from Kaplan Professional and has completed industry accreditations including the Core 1 Securities & Managed Investments Accreditation Program. She also holds certifications in ethics, tax, and legal aspects of financial planning.
What is Catherine Cohen's approach to financial planning?
Catherine takes a personalised approach to financial planning. She will work with you to understand your financial situation, goals, and risk tolerance, and then develop a tailored plan to help you achieve your objectives. She emphasizes clear communication and ongoing support.
How do I get started with Catherine Cohen?
The first step is to schedule an initial consultation. This will give you an opportunity to discuss your financial needs and goals, and for Catherine to explain how she can help. There is no obligation to proceed after the initial consultation.
What can I expect from working with a financial advisor like Catherine Cohen?
You can expect to receive expert guidance and support in managing your finances. Catherine will help you develop a financial plan, make informed investment decisions, and stay on track to achieve your goals. She will also provide ongoing reviews and adjustments to your plan as your circumstances change.
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