About Me

Highly-skilled Financial Advisers with over 30 years’ experience in the banking and finance industry. In 2024 she received the accreditations of Accredited Behavioral Finance Professional and Chartered Retirement Planning Counselor through Kaplan Professional. In 2023 she completed her Master of Financial Planning through Kaplan Professional, after completing a Graduate Diploma in Financial Planning in 2020.
She is passionate about empowering her clients through education and financial literacy. Katrina loves building lasting relationships with clients and assisting them to achieve their goals.