CATHERINE COHEN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2018 - Core 1 Securities & Managed Investments Accreditation Program - - Stockbrokers & Financial Advisers Association Ltd / DeakinCo
2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - FPC006 Tax and Commercial Law for Financial Planning Kaplan 5 2021 Active Select Item 6 - Other - Kaplan
2021 - Graduate Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.