Katherine Styles profile photo

Katherine Styles

Freedom Financial Planning

9 Yrs Experience
Notting Hill, VIC 3168

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!

Email: kate@freedomfinancialplanning.com.au

Mobile: 0406 683 266


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2015
  • Years of experience 9
  • Highest qualification
    • Bachelor of Commerce (Accounting and Commercial Law)
  • Language spoken
    • English

Freedom Financial Planning

Suite 29, 270 Ferntree Gully Rd
Notting Hill, VIC 3168

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323