CATHERINE COHEN

Financial Adviser · Melbourne, VIC

Registered

CATHERINE COHEN is listed on the ASIC Financial Advisers Register as a registered financial adviser, providing advice since 2018, based in Melbourne, Victoria. They are authorised to provide advice under BELL POTTER SECURITIES LIMITED (AFSL licence #000243480). Registered qualifications on file include 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.

Registration Number

001272485

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2018

Registration Date

20/12/2018

Financial Services Licensee

BELL POTTER SECURITIES LIMITED

Licence #000243480

📚 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

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly. Learn more about what a financial adviser registration means.