About Me

Katherine is the founder and principal adviser at Yulania. She strives to
foster a personal, tailored experience for her clients and is a technical
adviser who seeks opportunities to improve outcomes by leveraging
client behaviour, legislation and financial products, where appropriate.
Katherine has experience across cashflow management,
superannuation, investment, personal insurance and retirement
planning. She holds a Bachelor of Business (Financial Planning) and is a
Certified Financial Adviser through the Financial Advice Association
Australia.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Investments
  • Life/personal insurances
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Finchley & Kent Pty Ltd
CERTIFIED FINANCIAL PLANNER®