Kate Phillips

Kate holds a Bachelor of Education and an Advanced Diploma of Financial Services and she has recently completed her Certified Financial Planning studies. She has over 10 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.

 

Anona Fitzgerald

Senior Financial Adviser

Anona holds a Bachelor of Business and a Graduate Diploma in Applied Financial Services and Investment. She has over 10 years as a Financial Adviser, and a further 5 years in the banking sector. Anona’s expertise encompasses a wide range of financial solutions, specialising in superannuation, retirement planning and business insurance.

 

Michelle

Office Manager

Michelle has been with Tend Financial Planning since its inception in May, 2010.

She is Office Manager and Client Services Coordinator, assisting Kate with the very busy office management. She is passionate about tending to client’s needs and keeping them up-to-date with all implementation processes.

Outside of work, Michelle enjoys spending time with her adult children, catching up with her friends, walking the dog, gardening and reading.

Kristy

Client Services Coordinator

Kristy has been with Tend Financial Planning since March, 2015 and has 4 years of previous experience in administration in the finance industry. She is a wonderful asset to the team and is a pleasure to have in the office.

She continues to learn and grow, has a great work ethic and constantly goes the extra mile to ensure clients’ needs are met.

Kristy recently became engaged to Jake and we look forward to them having many happy years together. Outside of work Kristy spends her time hunting for the perfect house to make a home and making plans for future travels.