Phone: 02 4962 4440
Years in Financial Planning Industry: 11
- Bachelor of Arts (BA)
- Bachelor of Laws (LLB)
- Diploma of Financial Planning (DFP)
Describe Your Role Globally
My role is quite broad but it all comes back to assisting and supporting with client financial planning needs.
Describe The Specifics Of Your Role
The bulk of my work is any task to assist with the creation, implementation or maintenance of client financial plans. I also keep the back office part of the Financial Planning team running – making sure that office administration is up to date and running smoothly so we can be as efficient as possible and focus more time on client needs.
Why Do You Enjoy Coming To Work?
I love helping clients achieve their goals – financial or otherwise. We help educate clients and assist them to navigate through the complexities of the financial system and financial products. It is really satisfying to help clients connect with their financial goals as the financial system is a ‘whole other world’ for those without experience in it, and that can sometimes scare people away from taking action towards achieving their goals.
Kate At Play
Star Sign: Aquarius
Hobbies: Cooking, reading, eating and spending time with family and friends.
Special Skills: Cooking and eating!
Favourite Song: Home by Phillip Phillips
Favourite Food: I love food in general but if I had to pick one it would have to be chocolate, or maybe dumplings.