Catherine is a para planner working closely with the Financial Planning Team. She has a wealth of experience in various aspects of financial planning and has highly valued organisational and communication abilities. Able to multi-task and meet tight deadlines, Catherine can work under pressure and still produce high quality outcomes for clients when preparing statements of advice and managing office procedures.
Perhaps her greatest talents lie in her analytical and research abilities. Catherine’s strategic thinking prowess and desire to leave no stone unturned when seeking the best results for clients has consistently proved to be a major asset. She enjoys testing all the options, problem solving and developing calculated responses to complex issues. She is a wonderful asset to the firm.
Qualifications/Memberships
- Bachelor of Commerce, Accounting Finance and Financial Planning
- Advanced Diploma Financial Services
- Member of FAAA (Financial Advice Association of Australia)
