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About Me

Kathryn is a leading figure within our team and a lynchpin within the collaborative, multi-disciplinary culture that drew her here in the first place. With more than ten years of experience as a wealth adviser, her influence and leadership now extend to our broader industry – she has been part of the WA Chapter Committee for the Financial Planning Association (FPA), presented at conferences, and won the 2021 FPA Certified Financial Planner Award.

Having commenced her career in marketing, Kathryn transitioned into financial services initially in stockbroking, and then, after realising the profound impact that good advice and planning can have on people’s lives, moved into comprehensive financial planning. She now works with a range of different clients and has a particular interest in helping women who are navigating a financial separation. Kathryn is very passionate about financial literacy and empowering women to take control of their personal finances.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Diploma
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Capital Partners Consulting Pty Ltd
CERTIFIED FINANCIAL PLANNER®