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Kate Schultz

Private Client Adviser – ipac south australia

08 8291 2800

Kate Schultz

ipac south australia,
67 Greenhill Road,
Wayville SA 5034

Kate is a Certified Financial Planner® professional with over 20 years of experience in the financial services profession. She is an accredited SMSF Association SMSF Specialist Advisor™.

She thoroughly enjoys developing relationships with her clients and assisting them by putting financial strategies in place that will improve their lifestyle and help them reach their financial goals.

Outside of work, Kate’s major interests include spending time with her husband Alan and their 3 children, and socialising with friends. She is also a keen and enthusiastic athlete and enjoys engaging in local and corporate sporting competitions.

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