Kathryn Fitch-Daniels

Ethinvest Pty Ltd

16 Yrs Experience
Sydney, NSW 2000

Kathryn is an experienced Certified Financial Planner who joined Ethinvest in 2021. With almost two decades of experience in comprehensive financial planning, Kathryn helps clients manage their SMSFs, trusts, wealth creation and retirement planning. She's passionate about helping clients achieve their financial goals through ethically constructed portfolios that align with their values.

Kathryn completed post-graduate studies in 2021 and was awarded the WSU Dean's Medal for the Graduate Diploma of Financial Planning. In 2022, Kathryn was appointed to the board of the Ethical Adviser’s Co-op and currently serves as its Treasurer.

Outside of work, Kathryn is passionate about gender equality and opposes poker machines. She also has a particular fondness for frogs.

In her spare time, she enjoys watching live sports with her husband, trying new restaurants in Newtown, cultivating her balcony garden, and walking her first-ever dog, a toy Cavoodle named Pickles.


  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Advice document fee starts from $3,300.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.98
  • Number of reviews 12
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ethinvest Pty Ltd

Suite 2, Level 8, 1 York St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

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

Licensed by

Ethinvest Pty Ltd

AFSL 223718