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 Chair of 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 she works closely with industry leaders in this specialized space in both a hands on, and education role. She has undertaken professional development on engaging with victim survivors of sexual violence, including child sexual abuse, sexual harm and sexual assault. For these clients, Kathy is conscious and considerate in how she engages with them and provides financial advice to ensure, that at all times, she is sensitive to their needs and past experiences. At Viridian she leads the Private Office Advice team in Victoria with specialist advice to groups with complex structures and needs.