Katherine is a qualified Financial Planner with a Fellow Chartered Financial Practitioner accreditation and an Advanced Diploma in Financial Planning. She is also a member of the Association of Financial Advisers.

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She is accredited to give specialised insurance advice for self-managed super funds and business risk insurance.

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Katherine has been associated with the finance industry for over ten years with experience in corporate customer service and solution driven outcomes. Her experience lies in retirement planning, superannuation advice, personal risk insurance, including Life, Total and Permanent Disability, Income Protection, Trauma and Business Insurance.

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Her objective is simple - to leave her clients in a better position after seeking her advice and help her clients improve their financial situation in order to have a better lifestyle.

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With financial freedom and security, everyone's life becomes impacted in a positive way.

 

Katherine believes that her ability to listen, have robust and honest two way conversations and use her individual personal skills to build long term relationships are what make her clients trust her advice and feel that this important area of their life is taken care of now and into the future.