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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Viridian Advisory Pty Ltd
CERTIFIED FINANCIAL PLANNER®