MenuKatherine Styles
About Me
Katherine has over a decade of experience in the financial planning industry since completing her Bachelor of Commerce in 2007. She feels strongly about client education and helping each client understand the strategies to best suit their current and future financial goals. She enjoys working closely with her clients to develop meaningful, long-term relationships, whilst assisting them with building short, medium, and long-term wealth.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 11 Years
