Kate Vallance

AustralianSuper Pty Ltd

Silver
19 Yrs Experience
Perth, WA 6000

Kate is degree qualified (BSc (hons) London School of Economics) and has been a Financial Advisor since 2005. Kate specialises in the following areas:

  • Retirement planning, including modelling when clients can afford to retire
  • Superannuation, including optimising super contributions
  • Superannuation/Allocated pensions and planning for funds to last through retirement
  • Transition to retirement and pre-retirement planning
  • Estate planning options for super, including reducing tax in case any super assets are to pass to adult children in the future, where possible
  • De-mystifying Centrelink & Age Pension maximisation, where possible
  • Non-super managed investments

Kate takes the time to be empathetic to her clients’ individual situations and needs and likes to keep things as simple as possible. Kate works with each individual to understand their unique retirement goals and strives to build a meaningful connection with her clients.

At AustralianSuper, we are here to help members achieve their best financial position in retirement. We provide advice on a fee-for-service basis, only after agreement with you. You are not tied into an ongoing service arrangement but you are welcome to come in for a review at any time. Reviews are also charged on a fee-for-service basis. AustralianSuper advisers do not receive incentives, bonuses or commissions. We act honestly, with integrity, and in your best interest at all times.

Kate Vallance is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL). Full details are provided in the Financial Services Guide.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

At AustralianSuper, we are here to help members achieve their best financial position in retirement. We provide advice on a fee-for-service basis, only after agreement with you. You are not tied into an ongoing service arrangement but you are welcome to come in for a review at any time. Reviews are also charged on a fee-for-service basis. AustralianSuper advisers do not receive incentives, bonuses or commissions. We act honestly, with integrity, and in your best interest at all times.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

AustralianSuper Pty Ltd

Level 9, 66 St Georges Terrace
Perth, WA 6000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Industry Fund Services Ltd

AFSL 232514