Kate Phillips

Tend Financial Planning Pty Ltd

Gold

19 Yrs Experience

Norwood, SA 5067

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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.

Superannuation
Insurance Protection
Retirement & Pension
Aged Care

4.75 April 2018

Kate has always cared and been available to answer questions or queries whenever I have required. Kates product knowledge and experience is reassuring. Strategies have been managed and adjusted when/if needed.. Thanks Kate

5.00 April 2018

Kate is very knowledgeable in the products she represents but always mindful of the best option for us. Our superannuation portfolio has grown above our expectations along with significant tax effective strategies.

5.00 April 2018

Kate, was very helpful in providing much needed advice while my family was preparing for my Father in law to go into full time care. Kate was at the end of the phone whenever we needed a question answered and always provided professional options for us. Her help and care was above and beyond what was required. Kate made the transaction smooth and seamless! Kate also took the time to follow through after care had commenced. Thank you!

5.00 April 2018

Kate is highly professional and responsive. Sge looks at individual needs and tailor makes strategies to address needs and goals.

5.00 January 2015

I have previously retained the service of others however Kate has not only provided the best service I have experienced but also provided the best advice I have received to date hence my superannuation net returns have been greater then previously experienced.

Adviser status Gold
Rating 4.95
Number of reviews 5
First year providing advice 2005
Years of experience 19
Highest qualification
- Bachelor of Education
Language spoken
- English

Tend Financial Planning Pty Ltd

48 Fullarton Road
Norwood, SA 5067

Paragem Pty Ltd

AFSL 297276

Kate Phillips

Tend Financial Planning Pty Ltd

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Tend Financial Planning Pty Ltd

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Paragem Pty Ltd