Kate Vallance

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.