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 Advisor™, a FPA Aged Care Specialist and have completed a Diploma of Financial Planning and Advanced Diploma of Financial Planning.
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.
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.
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.
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.
Kate has been a delight to work with, very informative and helpful through my retirement advice process.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2016
- Years of experience 7
- Graduate Diploma of Financial Planning
Midsec Financial Advisors Pty LtdLevel 2, 170 Greenhill Rd
Parkside, SA 5063
Midsec Licencing Pty Ltd