Katie has been involved in the financial planning industry for over 10 years. Katie’s favourite aspect of her role is empowering her clients to understand their overall
position and assist them in meeting their financial goals.

Katie also enjoys the reassurance and guidance we are ale to provide our clients when they come to us
seeking advice.

Being a numbers girl, Katie loves the problem-solving aspect of our role and lifetime cash flow modelling.

Katie has completed a Bachelor of Business (Finance) at QUT and holds a Graduate Diploma in Financial Planning.

Katie’s areas of interest include:

Retirement advice
Age Pension strategies
Investment planning
Budgeting & cash flow
Wealth accumulation