Kate enjoys working with her clients to build trust and long term relationships whilst helping to develop and better understand their short, medium and long term goals. By understanding these goals, Kate sets her clients on the right path and continues to work with them on an ongoing basis to ensure their financial and investment strategies continue to evolve along their journey.
Kate highly values trust and transparency in her client relationships and believes in not only helping her clients to take the right steps in their financial journey, but also to ensure her clients are involved in this process and feel confident in the decisions they make.
Kate has completed a Diploma of Financial Planning and Advanced Diploma of Financial Planning and is currently completing her accreditation to be a SMSF Specialised Advisor. Kate has completed and passed the national FASEA Exam.