Besides spending time with my family, nothing brings me more pleasure than finding out what clients want to achieve and providing the financial steps and support to get them there.
I started in the financial planning industry in 1990 as a receptionist, pivoting to various other roles and becoming a financial adviser in 2006 after completing my Diploma of Financial Planning.
Since then, I’ve completed a Diploma of Accounting and a Masters in Financial Planning.
Born and bred in Mackay, I grew up on the family cane farm at Farleigh. My partner Chris and our teenage children love to keep active, waterskiing at the local Ski Club and heading to the snow when we can. In our spare time, Chris and I also renovate houses.
I find it incredibly rewarding to build long-standing relationships with clients. I love hearing about their holidays and big life events and lifting the burden of financial worry off their shoulders.
Meet Robbie and Steve
Kate has been helping Robbie and Steve with their business and personal protection needs for a number of years now.