Catherine Beh

Camden Wealth Advisers

Gold
10 Yrs Experience
Narellan, NSW 2567
My focus is on improving a clients' understanding and building confidence so that they can develop an improved financial future. I am passionate that everyone should have access to appropriate, timely and personal financial advice that fits to their circumstances. My focus is on building long-term relationships that serve to improve financial well-being, develop appropriate knowledge and understanding and help to build and protect wealth in a strategic manner.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I offer one off advice fee and fee for service based on individual circumstances. This is discussed and presented to you before any work is completed.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Education
  • Language spoken
    • English

Camden Wealth Advisers

25A Richardson Rd
Narellan, NSW 2567

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"I recently saw Catherine for financial advice. She listened to our needs and helped set up a package tailored to these, as well as providing for our future goals. Any product questions were answered in a manner that was very informative but not overwhelming or confusing. I would highly recommend Catherine to discuss any of your financial concerns."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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Qualifications & Training

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Master of Education

Level
9 - Masters Degree
Institution
Western Sydney University (WSU)
Completed
2002

Bachelor of Social Science (Economics)

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
1992

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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