Kate O'Dwyer

Based in Shepparton, I have a strong focus on helping country Victorians build their wealth and enjoy a comfortable retirement.

With 8 years in the financial planning industry, working within a FAAA Professional Practice. I have worked in every role within the business, assisting clients throughout the entire advice process. This client service management and paraplanning experience has enabled me to build wonderful client relationships and provided me with a breadth of technical strategic knowledge in all areas of financial planning.

In 2024 I attained a Master of Financial Planning degree, and became a Certified Financial Planner (CFP® designation), and now have the pleasure of helping my own clients achieve their goals.