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 qualifications
    • Bachelor of Education
    • Bachelor of Teaching
  • Language spoken
    • English

Tend Financial Planning Pty Ltd

48 Fullarton Road
Norwood, SA 5067

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.95
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.80
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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4.75

"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"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Financial Behaviour and Decision Making

Level
0 - Training / Exam / Other
Institution
Deakin University
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Bachelor of Education

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
1999

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Bachelor of Teaching

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
1998

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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