Katrina is dedicated to using the diverse knowledge she has gained throughout her impressive career, working with some of Australian’s largest financial firms, to empower her clients’ with the services they need to reach their lifestyle and financial goals. Katrina began in the industry in 1985 and, as her many long-term and loyal clients will attest, she is committed to getting to know them so that she can tailor the perfect mix of services and possible referral professionals to suit their needs. This holistic and personalised approach ensures that all of their personal circumstances are fully considered when producing strategic investment directions. Katrina will either work with your existing professionals or bring in trusted professionals from her network (Connect & Grow) to ensure all aspects of your financial position are considered.
Katrina has been a Certified Financial Planner with the Financial Planning Association since 2002. This is the highest designation in the field and a testament to Katrina’s ongoing professional development and industry activity. Along with the Graduate Diploma of Financial Planning, and her mortgage broking, direct equities and Self Managed Super Fund qualifications, Katrina has the knowledge and expertise necessary for bringing strategies together for comprehensive retirement planning, intergenerational wealth advice, estate and trust administration, marriage breakdown, inheritances and lifestyle planning (early retirement). Katrina enjoys complex strategies and the ability to draw upon her technical ability and experience to create personally crafted outcomes for clients to create a better financial journey than they could make on their own.
Katrina leads a very busy home life centred around her 3 children, Matt Nick and Jenni who are all moving through adulthood.
