Kathryn Fitch-Daniels CFP®

Kathryn Fitch-Daniels CFP®

About Me

Kathryn is a senior financial adviser who joined Ethinvest in 2021. She is a Certified Financial Planner and RIAA Certified Responsible Investment Adviser with almost 20 years of experience in the financial planning industry. With almost two decades of experience in comprehensive financial planning, Kathryn helps clients manage their SMSFs, trusts, wealth creation and retirement planning. She's passionate about helping clients achieve their financial goals through ethically constructed portfolios that align with their values.

Kathryn has a Bachelor of Commerce and completed post-graduate studies in 2021 where she was awarded the WSU Dean's Medal for the Graduate Diploma of Financial Planning. In 2022, Kathryn was appointed to the board of the Ethical Adviser’s Co-op and currently serves as its Treasurer.

Outside of work, Kathryn is passionate about gender equality and strongly opposes poker machines. She also has a particular fondness for frogs. In her spare time, she enjoys watching live sports with her husband, trying new restaurants in Newtown, cultivating her balcony garden, and walking her first-ever dog, a toy Cavoodle named Pickles.

Areas of Focus

  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 17 Years
  • Licensed By
    Licensed By Ethinvest Pty. Limited
  • Advice fees
    Advice Fees From $3,300
CERTIFIED FINANCIAL PLANNER®