Kate Dundon

Midsec Financial Advisors Pty Ltd

Gold
7 Yrs Experience
Parkside, SA 5063

I have been working in the financial planning industry for the last 10 years and I am passionate about helping clients identify and meet their lifestyle and financial goals. I believe in providing quality strategic and investment advice to help clients to meet their individual needs, and to help clients achieve financial independence.

I highly value trust and transparency in my client relationships and believes in not only helping clients to take the right steps in their financial journey, but also to ensure they are involved in this process and feel confident in the decisions they make.

I am a SMSF Specialist Advisorâ„¢, a FPA Aged Care Specialist and have completed a Diploma of Financial Planning and Advanced Diploma of Financial Planning.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2016
  • Years of experience 7
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Midsec Financial Advisors Pty Ltd

Level 2, 170 Greenhill Rd
Parkside, SA 5063

Licensed by

Midsec Licencing Pty Ltd

AFSL 524124