Katrina is a Financial Planner with Seed Wealth Australia. Katrina has been working in the financial services industry since 2010. She became a qualified financial planner in 2012 working in one of Australia’s leading financial Institutions as a Financial planner based in Townsville and Bowen, providing service Australia wide including remote and rural areas across North Queensland.
Katrina has comprehensive experience in financial advice specialising in Insurance and Wealth Protection and prides herself on providing a high level of professionalism and tailoring of specific strategies to suit each client. She takes great care in ensuring that clients are comfortable with all aspects of their finances and that they continue to remain on track with their goals whether they be financial or otherwise. She understands that her strategies and service go hand in hand to assist people to protect their long term goals and objectives. She has worked closely with clients to protect and build their wealth with vast experience successfully assisting clients through the personal insurance claims process.
Having been through the claims process with many clients she sees the value in having comprehensive insurance cover so that your family’s debts, children and lifestyle are protected to help see you through when unforeseen circumstances occur. As a mother with a young family herself, she appreciates the responsibility of having to consider the wider needs of your family. She hopes to empower others to make smart decisions and become financially independent.
Outside of work Katrina enjoys being active and spending quality time with her young family and friends.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchI offer a fixed fee‑for‑service structure tailored to the scope and complexity of the advice you require.
During our initial consultation, we assess your needs and determine the level of support appropriate for your circumstances.
Following this meeting, a detailed fee estimate is provided in a formal Terms of Engagement letter, allowing you to review all costs before making any commitment.
Your fee reflects the nature and complexity of the advice, along with the time and expertise required to support your financial goals.
A range of flexible payment options is also available to ensure accessibility and transparency throughout the process.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2012
- Years of experience 14
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Seed Wealth Australia Pty Ltd
Suite 3, 69 Eyre StNorth Ward, QLD 4810
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Seed Wealth Australia Financial Services Pty Ltd
AFSL 548344