Kath Cairns

Infinity Wealth Solutions

Silver
8 Yrs Experience
Piara Waters, WA 6112

Recent reviews

Infinity Wealth Solutions

Level 5a, 11 Erade Drive
Piara Waters, WA 6112

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 11
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

4.95
11 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Kath assisted me with a rather unique situation. Her compassion and understanding of my situation was second to none. She explained all details every step of the way and has given me confidence transitioning into retirement. Kath was always available to answer any questions or concerns I had regarding my finances."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Kat was able to help me with my superannuation and my husband’s superannuation after he passed away recently. As I didn’t understand anything ,Kath was able to explain in terms I now understand . I feel very comfortable with Kath and her team advising me."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kath helped me obtain my superannuation after I learned of my terminal illness. Right from the beginning Kath was knowledgeable, open and available if I had any questions. Between Kath and Ruth they kept me up to date with my claim through the whole process. I would highly recommend the lovely ladies at Infinity Wealth Solutions."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kath has been a breath of fresh air on my cancer journey. She has made negotiating accessing superannuation a breeze compared to if we’d had to work it all out on our own. Her advice has been spot on and invaluable. She is extremely helpful, friendly and knowledgeable and she uses language anyone can understand and explains everything in a simple easy to understand. She has also made excellent recommendations when we have needed access to other professionals. Ruth (in the office) has also been incredibly helpful and supportive also. Thankyou Kath and Ruth!!"

  • Superannuation
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Kath to be knowledgeable and understood what I was trying to source even when I wasn't sure myself at the start. Kath explained all my options without being pushy. Very approachable. Thanks Kath"

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

"Very confident the advise I received was spot on for my current needs"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kath and her team were/are an amazing group of people who helped me step by step to sort out my late partner Julie’s superannuation and insurances. They made a very difficult time a lot easier for me, they were very caring, understanding and supportive from the outset they explained things in a manner that was easy to understand. Thank you Kath and Ruth you are two amazing wonderful women! Simon ??"

  • Superannuation
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kath has given me advice in areas including Super Funds and Insurance. Kath was able to explain things to me in a clear way. Through Kath's knowledge and experience, I feel Very confident that the advice given was right for my needs. I received Kath's full care and attention when I needed it.'"

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

"Clayton and Katrina 6169 We wanted to plan our journey to retirment .We had Kath recomended to us. Through out the whole journey Kath and her team have been helpfull and understanding what our financial requirements to retirment.We both highly recomend Kath as she is very conciderate and professional giving sound finacial advise we are very apreciative."

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

"Kath has been amazing! As a new client I feel very confident and happy with both Kath and the team at Infinity Wealth. I now have a much better understanding of my own super and investments and am excited to see what the future brings! So thankful for such a warm welcome and and great advice. Kaths hard work organising my portfolio to best suit my long term goals is very much appreciated. I'm a super happy customer! Cheers."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2016

Aged Care Advice Steps

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2019

Securities and Managed Investments

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

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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