Katherine brings with her a broad experience from Gen Z clients all the way through to retirement planning. She’s excited to work with people who have clear goals, but aren’t quite sure how to get there.
Katherine made a start in the financial planning industry six years ago, after completing a Bachelor of Business (Financial Planning) to make sure her own finances would always be looked after. Being underwhelmed in the opportunity to make a difference to people’s lives in her previous jobs, she saw the potential that financial literacy and a good financial plan can have in real outcomes.
Katherine chose to work her way up as a technical paraplanner before moving into an advising role and we’re so glad she did – with an eye for detail and always looking for ways to make the most of strategies available to clients. Considering herself a bit of an excel and financial modelling whiz, there’s no financial problem she can’t solve.
Having recently moved from Canberra to Melbourne, Katherine spends her weekends trying to track down the best Mexican and spicy marg in Melbourne – suggestions welcome!