‘My role as a financial adviser is very rewarding, as it allows me to provide advice to clients, which enriches their lives’.
Kath has worked in the financial service industry since 2000. Prior to becoming a Financial Adviser in 2015, Kath acquired broad technical knowledge working as a paraplanner.
Kath works closely with her clients, focusing on what is important to them and what they want to achieve. Kath then develops personalised strategies and solutions to help make their goals a reality.
Her qualifications include a Master of Financial Planning (Griffith University), Diploma of Financial Planning and specialist accreditation in Self-Managed Super Funds (SMSF).
Funding What Matters Pty Ltd trading as Funding What Matters is an Authorised Representative of Synchron, AFS Licence No. 243313.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.