Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
Kathy is a Certified Financial Planner® professional and has over 15 years experience in the financial services profession. She has also successfully completed her Diploma of Financial Planning.
Kathy derives much pleasure from this, in particular, the opportunity to meet with people and help them along their path to identify their lifestyle goals and objectives.
With this, she enjoys working closely with her clients to achieve their goals, whether short and long term, and has a passion for developing strategies and constructing portfolios, personalised to them, to achieve the desired result.
During her personal time, Kathy and her husband enjoy spending time with their three children, taking them to ballet lessons, swimming, and just spending time with them at the local playground.