About Me

Cath has been involved in the financial services industry since 1998 and has been an Authorised Representative since 2003. She has worked with large organisations such as State Street, Flight Centre/Moneywise Global as the ‘National Advice Leader’ through to boutique financial planning companies. Since 2003, Cath has been involved in superannuation, wealth creation, risk management and retirement planning advice across a spectrum of clients ranging from young wealth accumulators through to high net worth individuals.
It is professionally and personally important to her to provide a client experience that is memorable and excites people about their future possibilities. She is highly skilled in Portfolio Management, Wealth Creation & Protection Strategies, Estate Planning, Superannuation, and Investments.
Cath places a high importance on building long term relationships, making the complex easy and educating clients so they can make informed decisions. She is a highly motivate professional with a Bachelor of Commerce (BCom), an Advanced Diploma of Financial Planning and is a Chartered Practitioner Member of the AFA (FChFp)