Kate O'Brien CFP®
About Me
Kate commenced as Director of Edney Ryan Wealth Management in 2017, after joining the team in 2015. Kate brings years of local and international experience in wealth management. Furthermore, her prior roles in business and team leadership positions make her a knowledgeable, collaborative and passionate leader of Edney Ryan Wealth Management. Kate has over 20 years' experience working in asset management and private banking including roles at Banque Internationale a Luxembourg based in Paris, Deutsche Asset Management and BT Financial Group in Sydney.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 9 Years
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Licensed By Oreana Financial Services Pty Ltd