Kate Dundon

Areas of Speciality

Strategies

• Savings & wealth creation
• Investment portfolios
• Superannuation planning
• Pre-retirement planning
• Retirement planning
• Succession planning
• Centrelink planning
• Budgeting & cash flow management
• Estate planning considerations
• Risk Insurance / Wealth Protection

Products

• Cash management accounts
• Direct shares
• Retail & wholesale managed funds
• Retirement income streams
• Superannuation products
• Life insurance products
• Investment platforms
• Geared investments

About Kate

Phone +61 8 7074 8412

kdundon@baillieu.com.au

LinkedIn

Kate is a Financial Adviser based in Adelaide who has been working in the stockbroking and financial planning industry for the past 8 years. Kate is passionate about helping her clients identify and meet their lifestyle and financial goals, and believes in providing quality strategic and investment advice to help clients to meet their individual needs.

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.