Catherine Cohen
Senior Investment Adviser
My goal is to deliver, exceptional professional service by offering personalised advice tailored to help clients achieve their financial objectives.
Catherine is a Private Client Adviser with over 8 years of experience in the financial services sector, including a background prior to broking with ASX listed - companies. She possesses extensive knowledge of local & international markets and is adept at crafting strategies and selecting products tailored to meet her clients investment goals
Investment Style
Catherine is dedicated to understanding her clients' objectives and goals, enabling her to craft personalised investment strategies. With extensive experienced in managing intergenerational wealth transfers and a strong background in income stocks, she is also passionate about investing for long-term capital growth. Her expertise ensures clients receive well-rounded and forward thinking investment advice.
Services and Specialties
Wealth Management
Stockbroking
Investment Advice
Fixed Interest and Cash Management
Self-Managed Super Funds
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Bachelor of Arts
FPC002B Ethics and Professionalism in Financial Advice
Core 1 Securities & Managed Investments Accreditation Program
FPC001B Economic and Legal Context for Financial Planning
FPC006 Tax and Commercial Law for Financial Planning
Associations
No items found.
Competencies
Managed Investments
Superannuation
Securities
Generic
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Melbourne. My employer remunerates me by way of salary and percentage of fees.
