- Bachelor of Business (Financial Planning)
- Certified Financial Planner (CFP) - in progress
- Financial Planning Association of Australia (FPA)
Katherine joined ASET Wealth in 2011 and was previously employed as the Acting Investment Officer at the Public Trustee for the ACT. Prior to returning to Canberra, Katherine resided in the United Kingdom for seven years, where she completed her Bachelor of Business, majoring in Financial Planning via distance at Royal Melbourne Institute of Technology. She is a member of the FPA and currently completing the CFP Certification Program.
As one of our paraplanners, Katherine assists advisers by attending client meetings. She also provides support by formulating financial strategies and preparing Statements of Advice. Katherine offers an innovative perspective, launching the Mingle, Mix and Money Clicks Facebook webpage, designed to provide young professionals with a forum to discuss financial matters.
Kat has a keen interest in all sports, having completed a Diploma of Sports Develpment before finding her passion for financial advice. Kat is an integral part of ASET Wealth, her organisation of our social competitions and compassionate nature draws everyone together. She always takes the time to listen and put the needs of others ahead of her own.