Kate Dundon

Midsec Financial Advisors

Gold

9 Yrs Experience

Parkside, SA 5063

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I have over 15 years of experience in the financial planning industry, with a strong passion for guiding clients in achieving their lifestyle and financial aspirations. My approach focuses on delivering high-quality strategic and investment advice, empowering clients to work towards financial independence and the freedom to live life on their terms. Building relationships based on trust and transparency is at the core of my practice, and I ensure my clients are informed, involved, and confident in every step of their financial journey.

I am a SMSF Specialist Advisor™, a FAAA Aged Care Specialist and have completed a Graduate Diploma of Financial Planning.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

5.00 November 2019

Kate has given my wife and myself advice covering self managed super funds , investing in our retirement and tax issues relevant to our circumstances . Kate was able to explain things to us in a clear and understanding way. Through Kate's knowledge and experience , we feel very confident that the advice given to us was right for our needs. We also received Kate's full care and attention when we were looking for a clear direction.

5.00 August 2019

Kate has provided my partner and I advice including retirement strategies, investments, allocated pensions including all items relating to my impending retirement. We feel confident that Kate's advice looks after our needs. Kate was very thorough with her explanations of the advice provided and patient when outlining particular strategies of a complex (for me and partner ). We received Kate's full and undivided attention in all our dealings with her and are most appreciative of Kate's attention to detail and comprehensive needs analysis of our situation.

5.00 August 2019

Kate became my adviser when Kathleen retired. I was a little nervous about trusting someone new with something so important. I've now met with Kate on 3 occasions and I'm more than delighted with her. She speaks to me in a way I understand the complexities of superannuation and what she's aiming to achieve for me. I trust her completely. I'm very confident she knows what she's talking about and I feel 'safe' in her capable hands. I also find Kate to be honest, straightforward and easy to talk to.

5.00 August 2019

When Kathryn retired we wondered who would look after us. Kate has been more than an adequate replacement. Very professional in a very pleasant way, very helpful, explains everything clearly and a lovely person. She is a credit to your organisation and we look forward to meeting with her whenever necessary.

5.00 August 2019