Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
Kate is a Financial Planner and a member of the Financial Planning Association of Australia. Kate holds a Graduate Diploma of Financial Planning and a Bachelor of Commerce and has been in the financial services profession since 2010.
Kate joined ipac south australia as an Adviser Assistant, later becoming a Para Planner prior to her role as a Financial Planner. This enabled her to develop her skills and provided her with a strong technical basis for the provision of sound financial advice.
Kate enjoys educating her clients about financial planning strategies in order to help her clients achieve their lifestyle goals and objectives.
Outside of work, Kate enjoys travel, scrapbooking and spending time with her husband.