About Me

Kathryn has worked as an adviser for over 20 years, starting at Shadforth (previously The Money Managers Ltd) in 2001. She takes a personal approach to understanding her clients and what is important to them. She believes in educating her clients and articulating complex issues in a clear way to help them make more informed decisions so that they can gain the freedom, security and confidence to spend more time doing what they love rather than worrying about their financial affairs. Her goal is to provide her clients true peace of mind. Kathryn holds the following qualifications: Bachelor of Arts (Hons) (Bristol University - United Kingdom), Certified Financial Planner ® practitioner designation and Diploma of Financial Planning (Deakin University).