Kate Schultz

Kate commenced her career in the financial services profession over 20 years ago. Initially working in administration and customer service, she progressed into a Financial Planning role in 2001.

Kate took some time off to raise her three children and returned to work as a Para Planner, where she was able to increase her technical and strategic knowledge.

For the last five years Kate has been working as a Financial Planner and thoroughly enjoys developing relationships with her clients, to assist them put in place financial strategies that will improve their lifestyle and help reach their financial goals.

Kate has successfully completed her Diploma of Financial Planning.