Centric Wealth

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Bethan Harris


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
  • 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



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