We are thrilled to share some fantastic news with you!
Our very own Kathryn Creasy has been awarded Financial Planner of the Year at the Women in Wealth Awards. This incredible achievement highlights Kathryn’s outstanding contributions and leadership in the financial planning industry.
The Women in Wealth Awards celebrate women who lead with excellence, innovate with purpose, and advocate passionately. Kathryn embodies these qualities perfectly, showcasing her unwavering commitment to driving positive change in our field.
We’re excited to take you on a journey through some of Kathryn’s remarkable contributions over the past year.
Commitment to personal and professional growth
Kathryn’s career is a testament to her dedication to continuous growth and learning:
- International learning: In September 2023, Kathryn embarked on an international study tour. She presented the Capital Partners succession journey, bringing back invaluable insights that have enriched our team’s knowledge and practices.
- Mentorship: Kathryn is a true mentor at heart. She’s a mentor for various team members, and formally supervises professional year candidates, guiding them through their development. Her dedication to nurturing team growth and progression is inspiring.
Contributions to the community and industry
Kathryn’s impact reaches far beyond her professional role, extending into the broader community and industry:
- Promoting financial planning: Kathryn actively promotes financial planning as a rewarding career. She engages in teaching, scholarships, panel discussions, and mentorship programs, inspiring the next generation of financial planners.
- Industry leadership: As a member of the FAAA’s ‘Next Gen’ committee in Perth, Kathryn connects financial planning professionals with students, enhancing the quality of financial planning education.
- Financial literacy: Kathryn is passionate about building financial literacy. She has delivered presentations to various groups, including the Australian Dental Association in WA and the WA Women Lawyers Association, empowering individuals with essential financial skills.
Driving professionalism in the industry
Since winning the FAAA Certified Financial Planner of the Year award in 2021, Kathryn has generously shared her expertise with other professionals.
She has been a speaker at numerous events, including the FAAA Roadshow, FAAA Congress, and international webinars. Her contributions continue to elevate professionalism and excellence in the financial planning industry.
We couldn’t be prouder 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 industry are a constant source of inspiration for us all.
Congratulations, Kathryn!
