Catherine Cohen
Senior Investment Adviser
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
