|Kate holds a Bachelor of Education and an Advanced Diploma of Financial Services and is continuing her studies to become a Certified Financial planner. She has over 11 years’ experience as a Financial Adviser and a further 5 years in the finance sector.
As a Financial Adviser, Kate works with clients to help them understand the complex nature of financial products and strategies and helps them achieve their goals. Kate aims to build lasting, long term relationships with her clients as their trusted adviser.
Kate enjoys working with people of all ages and stages in life and has a passion for the aged care sector. After experiencing the complex nature of aged care while assisting her father-in-law, she saw that expert guidance was required in this area and has educated herself and is now seen as an expert in Adelaide when it comes to aged care matters.
Kate has a young family and fully understands the need to plan for a family as opposed to just yourself. She enjoys working with clients in the areas of debt reduction, superannuation, investment, insurance and education funding. Helping them achieve their goals and planning for the future.