Kate Price

Blue Harbour Financial Partners

Bronze
2 Yrs Experience
Cleveland, QLD 4163

Kate Price is a qualified financial adviser with more than 15 years' experience working in the financial services industry. She combines her technical experience with a genuine passion for helping clients grow and protect their wealth.

Throughout her career, Kate has worked across both corporate and boutique advice firms in a variety of client services and technical roles. This broad experience enables her to deliver clear, practical strategies tailored to each client's financial goals - whether they're building wealth, planning for major life milestones, or securing their financial future.

Kate is particularly passionate about empowering women to take control of their finances. Known for her warm approachable style, she helps clients feel confident, informed, and supported at every stage of the advice process. By simplifying complex financial concepts and fostering open, collaborative conversations, Kate ensures her clients feel involved and in control.

She is committed to building long-term relationships and delivering advice that creates lasting value and peace of mind.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Bachelor of Financial Planning
  • Language spoken
    • English

Blue Harbour Financial Partners

Level 1, Raby Bay Harbour, 152 Shore St W
Cleveland, QLD 4163

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

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

Licensed by

Fortnum Advice Pty Ltd

AFSL 519190