Kathy’s passion stems from working closely with clients and helping them achieve goals set out together through meticulous planning. Kathy holds a high regard to building strong and trusting relationships with clients. She also works side by side with external service partners to ensure clients receive a seamless experience.
After completing a Bachelor’s Degree in Business, majoring in Financial Planning and Financial Management, Kathy entered the financial services industry as a paraplanner. Kathy is dedicated to her ongoing development and now holds a CFP qualification, the highest qualification in her chosen field of financial advice. Over the last 7 years using her qualifications and experience in the industry she has gained a holistic perspective of wealth management. She enjoys seeing the positive impact financial advice can have on client’s lives
Kathy Chan and Affinity Private Advisors 1 Pty Ltd ACN 632 363 672 are authorised representatives of Affinity Private Financial Services Pty Ltd ABN 64 639 980 724 an Australian Financial Services Licensee with its registered address at Level 5, North Building, 333 Collins Street, Melbourne VIC 3000.