Katrina Robbins CFP®
About Me
Katrina is dedicated to using the diverse knowledge she had gained throughout her impressive career working with some of Australia's largest firms to empower her clients with the services they need to reach their lifestyle and financial goals. Katrina is Principal and Senior Financial Planner of Wealth Architects. Katrina has been a Certified Financial Planner through the FPA since 2002. Katrina also holds a Graduate Diploma in Financial Planning and an Advanced Diploma in Financial Planning. These are held through Kaplan who Katrina is also an Embassador. With over 40 years over experience in the industry, Katrina has continued to complete both formal and industry recognised training so that she can provide clients with holistic and personalised advice so that all aspects of their personal circumstances are considered when producing their strategic investment advice. Contact Katrina to meet for a no cost and no obligation consultation.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
-
Years of Experience 40 Years
-
Licensed By Insight Investment Services Pty Ltd