Kate holds a Bachelor of Business in Financial Planning, is a Certified Financial Planner, a Director of Collins House and a member of the Collins House Investment Committee.
Before joining Collins House in 2011, she commenced her career in Financial Services in 2001 in the United Kingdom, employed as an Independent Financial Advisor between 2004 and 2010.
Kate provides high quality strategic and investment advice to individuals and Trustees in a professional, personalised and ethical manner. Kate has a passion for working with people to help them achieve their financial goals and objectives. She has a strong ability to communicate complex strategies and concepts to assist people to navigate the world of finance, so they feel empowered with their finances and their future
Kate has given me advice in areas including self managed super funds and managing debt. Kate was always able to explain things to me in a clear way. Through Kates knowledge and experience, I feel very confident that the advice given was right for my needs. Kate always made herself available to me and I always received Kates full care and attention when needed.
Kate has been managing our investments for over 7 years and has provided great advice and (more importantly) returns whilst keeping within our risk profile. She gives background information and considered reasoning on every investment including our own suggestions. We always recommend Kate to any our friends seeking financial advice.
When I met Kate I was fairly new to investments. She has provided advice on shares, superannuation and self managed super funds. Kate explained to me these complex matters in a layman's term and hence allowed me to get a grasp and be able to make well-informed decisions. Kate is very practical and pragmatic and really looks at my portfolio with a long and short term views. What I like about her is she will tailor my investments according to my current lifestyle - and that has changed almost yearly and yet she is patient and understanding in accommodating all the new variables and looking at new ways to help maximise all my investments.
Kate has always offered professional, unbiased and relevant information for all our needs and requirements from our first meeting. Self managed super in particular was our initial inquiry, and Kate’s help and advise of any other topic that crossed in conversations has been reliable and invaluable. If there is no resolution to a query immediately you may be assured the details are relayed within twenty four hours. All discussions are put on the table in simple terms with explanations that we both understand fully and not ending our catch up meeting with a fuzzy head and no comprehension of where we stand with investments. Kate has a very warm and friendly disposition, a great sense of humour and good laughs are always present at our meetings.
Kate provided us with advice on how to set up our SMSF and since then on specific challenges as they arise. She is always available and gives us her undivided attention at anytime we make contact. Her advice inevitably proves to be correct and the care she takes in making sure we understand her advice and in keeping us safe and secure is exceptional. We have no hesitation in recommending Kate to anyone who is wanting excellent levels of service, knowledge and care.
- Adviser status Platinum
- Number of reviews 21
- First year providing advice 2011
- Years of experience 12
- Certified Financial Planner (CFP)
Collins House Private Wealth Pty LtdLevel 13, 90 Collins Street
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
- In person
- Video call
Collins House Private Wealth Pty Ltd