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.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchAdvice document fee starts from $3,300.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 12
- First year providing advice 2008
- Years of experience 16
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
Ethinvest Pty Ltd
Suite 2, Level 8, 1 York St
Sydney, NSW 2000Opening hours
- 9:00am – 5:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ethinvest Pty Ltd
AFSL 223718