CFP®, Dip FP,
SMSF Specialist AdvisorTM
Authorised Representative
Kate comes to FinSec with over 20 years of experience in the financial services profession. Kate spent her formative (adviser) years, working alongside her father in the family’s financial planning business and remained with the same firm through multiple mergers.
Developing close relationships with her clients, who include young adults accumulating wealth and those in their middle years consolidating and planning retirement, is Kate’s passion. Kate’s strengths lie in her ability to analyse and communicate complex matters through practical roll-out strategies. Kate understands that regardless of stage of life, her clients have aspirations and goals that often need a steward and mentor to bring to fruition.
Outside of work, Kate’s interests include spending time with her husband Alan and their 3 children and socialising with friends. She is also a keen and enthusiastic athlete and enjoys engaging in local and corporate sporting competitions.
Why FinSec?
“Having worked under a corporate banner for many years, I look forward to the agility of a boutique, self-licensed firm. The FinSec brand and ethos are purpose-built to empower advisers with the support required for delivering client centric advice.”
A word from Kate:
“I believe that establishing a strategy that is agile and able to adapt to your changing life circumstances is essential for establishing the support necessary for financial and emotional success.”