Data sourced from ASIC Financial Advisers Register
Financial Adviser · CAMDEN, NSW

Catherine Beh

CAMDEN, NSW
14 Years experience
Tax advice
authorised
ASIC Registered · ADV 000465612
Currently at
Count Financial Limited
Sydney, NSW (firm address)
View firm profile

About Catherine Beh

Catherine Beh is a financial adviser based in Camden, New South Wales, with 14 years of experience in the financial services industry since 2012. Catherine is currently authorised under Count Financial Limited, operating through Count Financial. Catherine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Catherine's qualifications include a Master of Educational Leadership from University of Western Sydney. Catherine is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1992
Bachelor of Social Science (Economics)
The University of New South Wales
1993
Diploma in Education (Secondary Education)
The University of Sydney
2002
Master of Educational Leadership
University of Western Sydney
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2015
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
Introduction to Self-Managed Superannuation Funds
Kaplan Professional

Registration History

Count Financial Limited
Dec 2021 - Present Current
Commonwealth Financial Planning Limited
Jan 2017 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Charter Financial Planning Limited
Sep 2014 - Dec 2016 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Commonwealth Financial Planning Limited
Apr 2012 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register