Catherine has over 13 years experience in the financial services industry. As a member of the William Buck Wealth Advisory team, Catherine assists client with superannuation and retirement planning, wealth creation, budgeting advice, personal risk and taxation strategies.
Catherine commenced at William Buck in 2009 in a Portfolio Administration role, quickly progressing to a Paraplanner role in 2010. With a few years living and working in London, Catherine returned to William Buck and was promoted to Senior Paraplanner in 2018. Having recently completed her Professional Year, Catherine has been promoted to Advisor in January 2023.
Prior to this, Catherine was one of 90 applicants to be accepted into the nation-wide Graduate program with Westpac Banking Corporation, out of over 5000 applications.
Catherine has completed a Graduate Diploma in Applied Finance, Graduate Certificate in Financial Planning and Bachelor of International Business.
Initial appointments are free to assess the need and then the fee is priced based on the complexity of the work and value we can offer. Depending on the client the fee can be a retainer or once off advice
- Adviser status Bronze
- Years of experience 3
- Graduate Certificate in Financial Planning
- Graduate Diploma of Applied Finance
William Buck Wealth Advisors (SA)Level 6, 211 Victoria Square
Adelaide, SA 5000
William Buck Wealth Advisors (SA)