In this special Adviser Profile Series, we sit with Kathryn Creasy, Head of Advice and Wealth Adviser at Capital Partners. Kathryn shares her career journey from marketing to stockbroking and eventually into financial planning.
She reflects on the challenges and rewards of her role, the lessons learned along the way, and what she enjoys most about working with clients and mentoring the next generation of advisors. Kathryn also discusses her passion for empowering women in finance, her involvement in the Empower Her study tour in New York, and why financial confidence is key for those navigating major life transitions.
This episode offers an insightful look into the world of financial advising and Kathryn’s unique approach to helping clients and growing a sustainable, values-driven business.
- (2:00 – 5:00) Kathryn’s career journey: From marketing to financial planning
- (5:00 – 7:00) The transition to Capital Partners and early challenges
- (7:00 – 10:00) Becoming Head of Advice and her role in the executive team
- (10:00 – 12:00) Passion for empowering women in finance
- (12:00 – 14:00) A standout Capital Partners memory: Becoming a shareholder
- (14:00 – 16:00) Kathryn’s money personality: The Freedom Seeker
