CFP® BCom AdvDipFS
Kathryn joined Ethinvest in 2021 with more than 10 years’ experience as a financial adviser and having worked in the financial planning industry since 2004. Kathryn has been a Certified Financial Planner since 2008.
Throughout her extensive financial planning career Kathryn has always worked in the comprehensive advice space, with experience managing SMSFs, trusts as well as personal tax planning for clients. Kathryn prides herself on providing customised financial advice to meet financial goals & generate wealth so that her clients can enjoy their lifestyle now and into retirement.
Kathryn is passionate about gender equality, deeply against poker machines and has a particular fondness for frogs. Out of the office she enjoys watching live sport with her husband, trying all the restaurants in Newtown, cultivating her balcony garden and walking her first ever dog, a toy cavoodle named Pickles.
Kathryn is supported by Justin Medcalf (Associate Adviser) and Holly Archer (Client Relationship Manager).