Kathryn Fitch-Daniels

Ethinvest Pty Ltd

Platinum
14 Yrs Experience
Sydney, NSW 2000

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.

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

Advice document fee starts from $3,300.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 12
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Ethinvest Pty Ltd

Suite 2, Level 8, 1 York St
Sydney, NSW 2000

Opening hours

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

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ethinvest Pty Ltd

AFSL 223718