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