(08) 8362 4555
kate@tendfp.com.au

Our Team

Home
Our Team
kate 2

KATE PHILLIPS

Principal Financial Adviser

View profile
anona-1

ANONA FITZGERALD

Senior Financial Adviser

View profile
erica 3 (1)

ERICA VIGAR

Client Services Officer

View profile
Get in Touch
Call (08) 8362 4555
Our Location

48 Fullarton Road,
NORWOOD SA 5067
Operating Hours

Mon - Thurs: 8.30am - 5pm
Fri - Sun: Closed

 

Tend Financial Planning Pty Ltd ABN 92 142 326 056, Corporate Authorised Representative (ASIC 352833) and its advisers are Authorised Representatives of Paragem Pty Ltd ABN 16 108 571 875 Australian Financial Services Licence 297276 | Level 7, 115 Pitt Street, SYDNEY NSW 2000 | Website: www.paragem.com.au | Tel: (02) 8036 6490

The information contained on this website has been provided as general advice only.  The contents have been prepared without taking account of your personal objectives, financial situation or needs.  You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial adviser to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

Wordpress website by Advant
Book an Appointment with Kate

KATE PHILLIPS

Principal Financial Adviser

Kate has more than 15 years’ experience in financial services. Previously working in education, she prides herself on working with client in understanding their position and explaining strategies. Kate has also worked extensively in aged care advice, assisting client navigating the complex fee structure of home care, retirement village and aged care residential care.

Favourite Quote 

Always do your best.  What you plant now, you will harvest later – Og Mandino

What do you do outside of work?

When not at work I enjoy keeping fit and running around a hockey field. I also enjoys spending time with her family, her husband Karl, 2 daughters Abbey and Eliza and labradoodle Cederick.

What are you most proud about?

Having a beautiful family and building a successful business.

Can you share an embarrassing moment?

When cooking I normally have a tea towel on my shoulder. My girls were horrified when I accidently went to supermarket with the tea towel still on my shoulder.

What do you most love about coming to work each day?

The relationships I have with my valued clients and staff and sharing with them life’s financial journey. I love sharing my knowledge and making a difference even if only small.

ANONA FITZGERALD

SENIOR FINANCIAL ADVISER

Solutions focused and highly skilled, Anona Fitzgerald has more than 15 years’ experience as a financial adviser, backed by five years in the banking sector. Anona holds a Bachelor of Business and a Graduate Diploma in Applied Financial Services and Investment.

Favourite Quote 

“Nothing succeeds like success – my dad”

What do you do outside of work?

Spend time with my girls -Alice and Laura, my 3 sisters and my parents.  We are very close.  Gardening.  Catching up with friends for a wine.  Spending time at the family farm or at Victor.

What are you most proud about?

My two gorgeous girls and the wonderful business I have established.

Can you share an embarrassing moment?

“Ummm…… I needed to purchase a hedge trimmer and didn’t want it too large or heavy.  When I asked for a “ladies’ hedge trimmer” at Bunnings, the man looked at me rather quizzically.  I couldn’t understand why until I repeated the story to a friend.”

What do you most love about coming to work each day?

The beautiful clients who we work with and my supportive work family.I truly love my job and each day is surprising and interesting.

How are you seen by your work colleagues? (comments from them)

“Bubbly, caring and always smiling.”
“Supportive, open, promotes career growth, and leads by example.”
“A great role model for her honesty, openness and caring.”
“A wonderful mum.”

What do you do best in the office / for our clients?

Really listens to clients and acts in their best interests, always.  She won’t do anything for them that she wouldn’t recommend for herself or a family member in the same situation.

What are your qualifications?

  • Bachelor of Business Banking and Finance
  • Graduate Diploma in Financial Planning
  • Certified Financial Planner

Erica Vigar

Client Services Officer

Favourite Quote:“In a world where you can be anything, be kind.”

 What do you do outside of work?Outside of work I enjoy entertaining and spending time with family and friends.

Shopping, shopping and more shopping

What are you most proud about?

My family

What do you most love about coming to work each day?

I enjoy interacting with people and being the first point of contact for our clients.