Kate Tierney

RSM Financial Services Australia Pty Ltd

18 Yrs Experience
Ballarat Central, VIC 3350

Kate works as part of the RSM Ballarat Wealth Management Team, specialising in working with agribusiness clients across Western Victoria. Kate has over 15 years’ experience in financial services, having worked with Macquarie Group and NAB prior to joining RSM.

After growing up on a sheep property in Western Victoria and subsequently working in agricultural funds management with Macquarie Group, Kate is passionate about Australian business and understands the unique financial opportunities and challenges facing business clients.

Kate has a holistic, long term approach to wealth management and aims to work with clients to secure both your financial future and the future of generations to come.

Kate specialises in providing advice on wealth accumulation, wealth protection, retirement and succession planning, with a special interest in advising primary producers.

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

RSM Financial Services Australia Pty Ltd

Level 1, 1-3 Bath Ln
Ballarat Central, VIC 3350

Licensed by

RSM Financial Services Australia Pty Ltd

AFSL 238282