Katrina joined Evans and Partners in 2008 as a founding partner. As a senior investment adviser, Katrina specialising in providing investment advice for superannuants and the not-for-profit sector. Katrina’s philanthropic interests align with many of her clients, and she is active in this sector supporting numerous charities focused on family and women.

Prior to this she had ten years with Goldman Sachs JBWere as an investment adviser. This followed ten years working as an industrial analyst and fund manager for Commonwealth Funds Management in Canberra, the group responsible for managing the federal government’s superannuation funds. Katrina has a passion for investment markets and her personable approach is well received by clients.

She has Bachelor of Economics from the University of Newcastle, a Graduate Diploma in Applied Finance and Investment from FINSIA and holds an Accredited Derivatives Adviser Level 2 qualification.

Expertise
  • Advisers