I have more than 15 years’ experience as a financial adviser and have worked in the financial planning industry since 2004. I've been a Certified Financial Planner since 2008.
Throughout my financial planning career I have always worked in the comprehensive advice space, with experience managing SMSFs, trusts as well as personal tax planning for clients. I pride myself on providing customised financial advice to meet financial goals & generate wealth so that my clients can enjoy their lifestyle now and into retirement.
I'm passionate about gender equality, deeply against poker machines and has a particular fondness for frogs. Out of the office I enjoy watching live sport with my husband, trying all the restaurants in Newtown, cultivating my balcony garden and walking my first ever dog, a toy cavoodle named Pickles.
Advice document fee starts from $3,300.
Excellent service which meets my needs.
I feel assured that my financial circumstances are nurtured and maximised by Kathryn and Marshall in all respects.
For the first time in my working life, I now have cash reserves and no longer use a credit card. I am excited about paying off bad debts and paying more to my home loan and super. I could never have achieved this on my own.
I am excited to be on board with Evalesco and feel I'm in good hands. Stuff is going to happen!
The communication & follows ups were good, they provided plenty of information including a USB so I can take it away and look at it whenever I want to. Can't complain - lots more meetings than my previous adviser - tick, tick, tick!
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2008
- Years of experience 15
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Ethinvest Pty LtdSuite 2, Level 8, 1 York St
Sydney, NSW 2000
- 9:00am – 5:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Ethinvest Pty Ltd