As a senior adviser in Sydney, Katie has been with the firm since 2008 and provides strategic financial advice for retirement planning, wealth accumulation, superannuation and tax-effective strategies.
Before her current role, Katie worked in the SMSF accounting team where she developed specialist knowledge in superannuation and retirement planning strategies. She also has expertise in financial education and long-term financial planning, working with executives and families to accommodate issues specific to their circumstances, including the funding aspect of aged care and the effective transfer of intergenerational wealth for families.
Katie was also the program manager for the award-winning Wise program, a series of educational workshops designed for women to meet and explore financial matters in a relaxed and informal setting.
Katie has a Bachelor of Commerce from the University of Sydney and is a member of the Institute of Chartered Accountants.
Katie completed the FASEA Financial Adviser Exam in November 2020.