Kathryn Fitch-Daniels

Ethinvest Pty Ltd

Gold
14 Yrs Experience
Sydney, NSW 2000
I have more than 10 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.

Expertise

  • 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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ethinvest Pty Ltd

Level 8, 1 York St
Sydney, NSW 2000

Opening hours

  • 9:00am – 12:00pm Friday
  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Ethinvest Pty Ltd

AFSL 223718

4.95
12 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"Excellent service which meets my needs."

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel assured that my financial circumstances are nurtured and maximised by Kathryn and Marshall in all respects."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am excited to be on board with Evalesco and feel I'm in good hands. Stuff is going to happen!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Very knowledgeable and thoughtful approach to helping me achieve my goals. Kathryn demonstrates that there is thorough preparation for meetings with clear presentation of plans to achieve my financial objectives. I really enjoy working with Kathryn and would recommend as an advisor."

  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It's hard to find nice guys (and girls) like you, thank you. You and Marshall are both really lovely."

  • Government Assistance
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I loved how you made my meetings about my goals and dreams. It made me feel so excited and happy that I have made the step in seeing someone about my finances. The whole process was so easy and straightforward, you made me feel comfortable and I am so happy that you will be my financial adviser and extremely excited to be working with you in the future. Thank you"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I can see a map. A map that provides clarity on what the next twelve to eighteen months looks like and in particular the steps for our property strategy and how the preferred scenario provides more upside and safety. It's also great to better understand and clear up our insurance requirements and risk management."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel so happy to finally have my super sorted! It has been everywhere and has literally been hanging over my head for years, and I hadn't done it, and without you it wouldn't have. I would also like to echo Andrews sentiments around clarity and certainty as well. Thank you Team Evalesco."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
ThreeSixty
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (DFP 1-4)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
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