About Me

Katrina joined the Phillipsons team in 2006 and has grown through many roles over the years. She is one of our senior financial planners and a Principal of the firm.

Katrina holds a Masters degree in Financial Planning; she is an AFP member of the Financial Advice Association of Australia and an accredited SMSF specialist advisor with the SMSF Association.

Katrina is dedicated to assisting clients successfully navigate through all of life's important transitions with tailored personal advice to help them stay on track and achieve the lifestyle they desire