Kate Phillips

Tend Financial Planning Pty Ltd

Gold
17 Yrs Experience
Norwood, SA 5067

Kate established her own business - Tend Financial Planning - in May 2010. She has been practising as a Financial Adviser since 2005, however has worked in the finance industry since 2000.

Prior to this Kate worked in education as a teacher being employed in a range of Adelaide schools.

As a Financial Adviser, Kate’s role is to work with clients to help them understand the complex nature of financial products and strategies and help them achieve their goals. Kate aims to build lasting long term relationships with her clients as their trusted adviser.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 5
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Bachelor of Education
  • Language spoken
    • English

Tend Financial Planning Pty Ltd

48 Fullarton Road
Norwood, SA 5067

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323