Centric Wealth

your interests, our focus

  • Decrease font size
  • Increase font size
  • Print Page

Bethan Harris

 

Experience
Bethan joined the financial planning industry 15 years ago in the UK where she provided comprehensive financial planning advice to professionals and retirees for a London Private Wealth firm. She was a Fellow of the UK Financial Planning Society. In 2006, she became a CERTIFIED FINANCIAL
PLANNERCM professional in the UK.

Bethan joined Centric Wealth in 2009 and has since completed her Australian financial planning qualifications and become a CERTIFIED FINANCIAL PLANNER®
professional of the Financial Planning Association of Australia (FPA).
Bethan places a high value on client relationships. She aims to have a complete understanding of her clients’ core values in order to develop a tailored plan to help achieve their personal and financial goals.
Bethan has experience across a broad range of financial planning services including: 

  • Wealth accumulation
  • Cash flow management
  • Superannuation and retirement planning
  • Formulating appropriate strategies
  • Investment structures
  • Asset allocation and investment strategies
  • Ongoing portfolio management
Educational Qualifications and Professional Memberships
  • CERTIFIED FINANCIAL PLANNER® professional
  • Bachelor of Arts with Honours in French Studies and Mathematics
  • Advanced Diploma in Financial Services (Financial Planning)
  • Fellow of the Personal Finance Society (UK)

Contact Bethan

   02 9250 6500
   email Bethan

 

 


Read more about Managing your Wealth

Advice, Management and Guidance

Superannuation and Retirement Strategies

Family Office Services

Portfolio Management

Investment Opportunities and Funds

Client Investment Administration

Our Wealth Advisers