Kathy Havers CFP®
About Me
Kathy is a CFP and has been a Financial Planner for in excess of 25 years. Kathy is an Executive Advisor with Viridian Advisory. She also has a Master's of Entrepreneurship and Innovation (MEI) from Swinburne University and is a Graduate of the AICD. Kathy does a significant amount of charitable work and is a Director of Kindred Spirits Enterprises and the Viridian Foundation. Kathy is a specialist adviser to Women, Philanthropic or charitable organizations and also Families who have a member with a disability - alike herself, and works closely with industry leaders in this specialized space in both a hands on and education role. At Viridian she leads the Private Office Advice team in Victoria with specialist advice to groups with complex structures and needs.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 24 Years
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Licensed By Viridian Advisory Pty Ltd
Melbourne, Vic 3000