Katherine has completed a Bachelor of Commerce (majors in accounting, finance & financial planning) and a Diploma in Financial Planning and has worked in the Financial Planning industry since 2008.
Kate’s experience in the financial planning industry has given her an in-depth understanding of how to effectively work with clients to build wealth and financial freedom.
She feels strongly about client education and helping each client understand the strategies to best suit their current and future financial goals. Kate believes in working closely with her clients to develop a deeper understanding of what they really need and want and how this relates to their specific financial needs. This allows her to provide them with tailored advice on the best way to build short, medium, and long-term wealth.
Kate enjoys establishing and growing these long-term relationships with her clients. She is delighted to have the opportunity to alleviate some of the stress individuals and families face when having to juggle their finances with everyday life events and loves being by their side as they progress through different life stages.
Outside of work Kate enjoys outdoor activities and being with her husband Phil and two young kids, Joshua and Isabelle. She loves watching the football and supporting her team, the Melbourne Demons and is heavily pushing both kids to become supporters!
Mobile: 0406 683 266
- Adviser status Silver
- First year providing advice 2015
- Years of experience 9
- Bachelor of Commerce (Accounting and Commercial Law)
Freedom Financial PlanningSuite 29, 270 Ferntree Gully Rd
Notting Hill, VIC 3168
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Consultum Financial Advisers Pty Ltd