Kathryn Price
About Me
Holistic Financial Planner and Aged Care Specialist:
My introduction into financial planning started whilst working in financial compliance teams in Melbourne. I was drawn to the ability of planners to provide peace of mind to their clients. I hold a Graduate Diploma in Financial Planning, Graduate Diploma in Business Management and Bachelor of Applied Science. Aged Care is of particular interest to me, assisting people in often the most emotional and trying times. I am an Aged Care Specialist with the FAAA and an Accredited Aged Care Professional with Aged Care Steps. I look forward to meeting with you.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma
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Years of Experience 7 Years
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Licensed By Alliance Wealth Pty Ltd