About Me

Kate has 15 years’ experience in the financial services industry with a number of Canberra wealth management businesses, including a 'big four' firm. Beyond her technical expertise, Kate is known for her ability to simplify complex financial concepts, enabling her clients to make informed decisions. She takes pride in empowering her clients to take control of their financial well-being.



Kate and her husband grew up in Canberra and have two young children. Playing sport has been a passion for Kate and she now enjoys a round of golf when she can fit it in.