As a senior adviser in Sydney, Katie provides strategic financial advice covering retirement planning, wealth accumulation, superannuation and personal tax effective strategies.

Katie focuses on building personal relationships with her clients so that she can better understand their goals and objectives in order to provide them with tailored solutions.

“I enjoy getting to know my clients and I take pride in helping people learn more about financial planning, superannuation, investing and SMSFs. I always encourage my clients to ask questions, so they feel empowered to make decisions about their financial future.”

Before providing strategic financial advice, Katie worked in the SMSF accounting team where she built strong relationships with her clients and developed specialist knowledge of superannuation and retirement planning strategies.

Previously, Katie was the program manager for the award-winning Wise program, a series of workshops designed for women to meet and explore financial matters in a relaxed and informal setting. “I’m very proud of what the women in the program have achieved. Leading a discussion with our Wise clients is one of the most positive professional experiences I have had. Seeing a group of clients, over a series of events, gain confidence in their understanding and further their learning is fantastic to be a part of.”

Katie has a Bachelor of Commerce Degree from the University of Sydney and is a member of the Institute of Chartered Accountants.

Expertise
  • Advisers
  • Strategic Financial Advice
  • Personal Investment Advice
  • Superannuation and Retirement Strategies