Kathryn commenced advising in 1997 and in 2001 established her own practice, Premium Wealth Partners located in the inner Southern region of Adelaide.
In April 2015, joined Caveo Partners as Senior Adviser bringing all her clients under the Caveo banner.
Kathryn has a Advanced Diploma of Financial Services and is a Certified Financial Planner (CFP). Also has a background in accounting with a Diploma in Personnel and Industrial Relations. A strong background in small to medium business and human resources enables Kathryn to communicate with people at all levels.
Kathryn has served on the Chapter Committee of Financial Planning Association (FPA) for 3 years. Held the position on Director of Youth and Vice President Community Service of Rotary Club of Adelaide. Currently is the Sponsorship Director of the Brighton Surf Life Saving Club and Chair of the Brighton Jetty Sculptures.
Main focus is pre retirees and retirees and helping clients make the transition from the workforce to retirement, whether it be on a part time basis or complete retirement. Although the main goal is to have financial peace of mind there are always personal and family issues that must be considered. Building a long term relationship with clients is one of best parts of the job.
Kathryn is an credited Aged Care Advisor. Assisting and advising families when their loved one needs higher care and residential care.
Interests outside of business is being involved in Variety SA - the children's charity. Completed 11 Bash drives and two 4WD Adventure drives. Over the last 10 years has raised approximately $300,000 for the children of SA. Having a passion for the outdoors, trekked the Kokoda Track for Guide Dogs and in 2010 joined Jane Doyle (Channel 7)and 11 another women on a trek through the jungles of Borneo to raise funds for the Flinders Medical Research Foundation into Breast Cancer. Other interests are, travel, gardening and spending time with family & friends.
For a number of years Kathryn has provided us excellent advice with our financial investments including recommendations with Superannuation on retirement. This advice has proven to be very effective through difficult and uncertain economic times during this period. We have no hesitation in recommending Kathryn to anyone, having found her to be a very knowledgeable, ethical and empathetic professional who cares about her clients financial welfare.
Kathryn is always very supportive and provides the best advice to suit my individual needs. She always keeps abreast with any budget and global financial changes.. I have complete confidence and trust that Kathryn will always provide me with updated knowledge to assist me with planning for my retirement.
Very professional. Offers sound advice and has helped us plan for our retirement.
Kathryn has provided excellent advice and service to our family over a long period of time. Kathryn's experience and vast knowledge of all Financial matters gives us great confidence when making decisions and planning for our future. I would have no hesitation in recommending Kathryn to anyone, you can be assured of expert, friendly, excellent service and advice...second to none.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 1998
- Years of experience 25
- Certified Financial Planner (CFP)
Caveo Partners Wealth Pty LtdLevel 1, 11 Halifax St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
Consultum Financial Advisers Pty Ltd