Paraplanner / Planner Support
“Live life to the fullest"
3 words that describe yourself:
Compassionate, Reliable, Resilient
Kathy has worked 27 years in the Financial Planning industry in Melbourne and Adelaide, she has attained her Diploma of Financial Planning. She has worked in a number of roles, client services, office manager, compliance and in Paraplanning. She is passionate about meeting clients needs and financial goals and always goes the extra mile for her clients.
Outside of work Kathy is married with two children, Jack and Ashley. She enjoys cooking, gardening and going away camping with her family and exploring the great outdoors