Katharine Fasal
About Me
A financial adviser and practice manager with 15 years’ experience covering holistic financial advice and risk insurance broking. I obtained a firm basis in client services through my employment experience in hospitality. My recent roles have further allowed the expansion and acquisition of skills within practice and dealership management, paraplanning and financial advice.
Areas of Focus
- Cashflow management
- Debt management
- Estate planning
- Investments
- Life/personal insurances
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 7 Years
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Licensed By Specialist Licensee Pty Ltd