MenuKatie McDonald CFP®
About Me
Katie brings a unique experience to financial planning with over 20 years of personal investment experience, 5 years as a business owner working specifically with women and financial literacy, in addition to working as a business adviser for The Chamber of Commerce.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 11 Years -
Licensed By Private Wealth Architects Licensee Pty Ltd
