Bethan Davis

Biography

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.