• Meeting the Team Office Picture
Kate Rhodes  
Financial Advisor – Wealth Management

 

Kate is an extremely focused and driven individual, which for her clients translates into providing them with a personable and proactive service. Her superior time management and organisational skills allow her to be on the front foot with the service she provides and ensures she attends to her clients’ needs in a timely manner. She is passionate about her clients achieving their financial goals and providing them comfort in their financial situation.

Kate received the Dux of Graduate Diploma of Financial Planning in 2016 which lead to her becoming an authorised representative within our Wealth Management division. Since she started at Accru Melbourne in 2013, she has been exposed to a diverse client base in terms of their stage of life, objectives and needs. She is most satisfied when creating rewarding opportunities for her clients and colleagues and is continually looking for new ways to provide their best needed service. In particular, Kate’s clients appreciate her nurturing method of assisting not only with their own needs but the needs of their family and children.

Best to describe Kate: “Always putting her clients first with a caring, reliable and thorough approach.”

Kate Rhodes - Financial Advisor

Contact: krhodes@accrumelb.com.au
Tel: +61 3 9835 8200

Looking to the future?

Wanting to learn more about where to invest your money? Looking for trusted advice that suits you?

Give us a call and let us help take the stress out of your finances.

CONTACT US

Latest from Accru Online

  • JobKeeper roadmap blog

    Jobkeeper – Update For Final 3 Months

    On the fourth of January 2021 we rounded the final turn on the long and winding road of the Government’s JobKeeper program.  It is currently going to end on 28th March 2021. Originally intended to end in September of 2020, JobKeeper was extended under the title ‘JobKeeper 2.0’, although it was more like Jobkeeper 2.1 […]

    Read more

  • Options for First Home Buyers With Minimal Deposit

    Buying a house is a new and exciting experience for first home buyers; however, saving up that big deposit and getting a loan can be a cumbersome, time-consuming task. Traditionally, banks require a 20% deposit based on the cost of the home to consider lending money to a home buyer. And often, first-time home buyers […]

    Read more

  • Accru Tax Alert – December 2020

    Taxation Developments Take a look at our December snapshot of taxation developments that may affect your business, investments or superannuation. Please do not hesitate to contact us should you need further advice. Coronavirus Supplement extended (but reduced) The Federal Government’s Coronavirus Supplement has been extended for a further three months. The Supplement payments were due […]

    Read more

  • Pressures and uncertainties on the Aged Care Industry

    The unprecedented event of COVID-19 has changed many aspects of all industries and is forecasted to have long-term implications in the foreseeable future. Given the high risk and volatility within the Aged Care industry, there is a greater unexpected pressure that could be unavoidable. Currently, the Royal Commission is focused on improving the health and […]

    Read more

  • Hands holding heart - Accru Melb

    Private Ancillary Funds

    A more formalised philanthropic focus as part of your financial position. Australians are well known as very generous and giving individuals; no better example of this being the support and monetary donations Australians have provided to communities and charities during the recent bushfires across the country. The Australian Taxation Office (ATO) reports that the total […]

    Read more

  • Alert Tax

    Accru Tax Alert – November 2020

    Taxation Developments Take a look at our snapshot of taxation developments that may affect your business, investments or superannuation. Please get in touch if you need our help. Read More

    Read more

  • piggy bank superannuation

    Releasing money from Super and Tax

    Preserved Benefits All contributions and investment earnings received by a Super Fund are classified as what they call ‘Preserved Benefits’. This means that they are not available for access until a ‘condition of release’ occurs. This is the trade-off of Superannuation – you enjoy the favourable tax treatment of super during your life (15% tax […]

    Read more