We are thrilled to announce that Kathryn Creasy was recently awarded Financial Planner of the Year at the Women in Wealth Awards. This honour highlights her exceptional contributions and leadership in the financial planning industry.
The Women in Wealth Awards recognise women who exemplify leadership, innovation, and advocacy. Kathryn’s achievements perfectly embody these qualities, showcasing her commitment to excellence and her dedication to driving positive change in our field.
We’re proud to share some of her contributions over the past year with you.
Commitment to personal and professional growth
Kathryn’s journey in the financial planning industry is marked by continuous growth and development:
- International learning: In September 2023, Kathryn participated in an international study tour, presenting the Capital Partners succession journey and bringing back valuable insights for our team.
- Mentorship: Kathryn mentors’ various team members. She has been supervising a professional year candidate and is about to take on another, emphasising her belief in team growth and progression.
Contributions to the community and industry
Kathryn’s dedication extends beyond her professional role, impacting the broader community and industry:
- Promoting financial planning: She has actively promoted financial planning as a career through teaching, scholarships, panel discussions, and mentorship programs.
- Industry leadership: Kathryn sits on the FAAA’s ‘Next Gen’ committee in Perth, connecting financial planning professionals with students and enhancing the quality of financial planning education.
- Financial literacy: She has delivered presentations to various groups, including the Australian Dental Association in WA and the WA Women Lawyers Association, to build financial literacy skills.
Driving professionalism in the industry
Since winning the FAAA Certified Financial Planner of the Year award in 2021, Kathryn has shared her expertise with other professionals through numerous speaking engagements, including the FAAA Roadshow, FAAA Congress, and international webinars. Her contributions continue to drive professionalism and excellence in the financial planning industry.
We are incredibly proud of Kathryn’s accomplishments and her well-deserved recognition as Financial Planner of the Year. Her leadership, innovation, and dedication to our clients, team and the industry inspire us all.
Congratulations, Kathryn!
