Experience

Katie brings unique knowledge to the financial planning profession, with over 25 years of investment experience and 18 years of financial literacy education. She collaborates with small businesses, professional families and women to give them the confidence to make smarter financial decisions. With a strong focus on strategic financial advice, using a comprehensive range of investment mediums tailored to suit our clients’ situations. Katie is an effective communicator and influencer at all levels enabling clients to achieve their personal financial objectives. Katie is highly regarded in the industry and presents annually on behalf of Curtin University, the Australian Institute of Management and the University of WA. She is also a frequent speaker at events relating to women and finances, runs regular workshops and is widely published on matters of wealth and financial management. Katie sits on the committee for the FAAA. In her spare time, she also volunteers as a mentor for the FAAA and UWA.

Qualifications

• Bachelor of Business (Finance Major) Swinburne
• CFP (Certified Financial Planner) FAAA
• Advanced Diploma (Financial Planning and Services)
• Self Managed Super Fund qualification
• Industry Recognised Qualified Financial Adviser Membership
• Member of the FAAA (Financial Advice Association Australia)