I have over 15 years experience working in the Financial Planning industry. A career that has taken me from Brisbane to Adelaide has seen my experience in all stages of the advice process. From my beginnings in administration support, to paraplanning, advising and now also being the director of Plansure, my varied experience allows me to approach my clients with a unique level of understanding.
I am highly dedicated to providing the best advice to my clients. I am highly passionate about the industry and love to continuously build my knowledge and education.
Leanne & I attempted twice before to engage with a Financial Planner that met our needs and with whom we could feel comfortable. We had become disheartened that no one could help us. Cat was illuminating on the path ahead; to secure for Leanne & I an understandable and competent investment, superannuation and retirement plan. Cat is a great listener.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2012
- Years of experience 10
- Bachelor of Business
Plansure1 Hughes Street
Unley, SA 5061
- 9:00am – 5:00pm Monday – Friday
Professional Investment Services Pty Ltd