Kathryn Willowhite

Funding What Matters

Silver
7 Yrs Experience
Murwillumbah, NSW 2484

Recent reviews

Funding What Matters

15 Commercial Rd
Murwillumbah, NSW 2484

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

5.00
1 Review
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Clear communication
5.00
Knowledge & expertise
5.00
Customer care
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5.00

"Kath displays a very high rate of expertise and professionalism, along with a helpful, willing personality. She empathises with our personal situation and problems, is very much a friend to us, and works very hard on our behalf. We have always found the firm she works for professional and helpful, and Kath's warm recommendation by her boss has always been more than confirmed in our experience."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2016

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2021

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Griffith University
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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