Associate Director – 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.”
Tel: +61 3 9835 8200
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