Kathleen joined Evans and Partners in 2018. Before moving to her current role, she worked as a Wealth Analyst within the E&P Financial Group. Kathleen works with clients to manage portfolios of all sizes, from individual investment mandates to not-for-profit and institutional trading clients. In her role, she provides comprehensive investment advice across all asset classes and works closely with clients to identify and achieve their long-term financial objectives and needs.

Kathleen holds a Bachelor of Arts and a Bachelor of Commerce majoring in Finance and Economics from the University of Melbourne. She is RG146 accredited and completed her Diploma of Financial Planning in 2021.

Expertise
  • Advisers
  • Sustainable Investing
  • Personal Investment Advice
  • Not-For-Profit Advice