Principal | Head of Advice
BCom, GDipAppFin, DFP, ADA1, CFP®
Kathryn is a leading figure within our team and a lynchpin within the collaborative, multi-disciplinary culture that drew her here in the first place. With more than ten years of experience as a wealth adviser, her influence and leadership now extend to our broader industry – she has been part of the WA Chapter Committee for the Financial Planning Association (FPA), presented at conferences, and won the 2021 FPA Certified Financial Planner Award.
Within our close-knit team, Kathryn’s ability to un-complicate the most complex issues for high net-worth families is widely respected, walking with clients on a journey of discovery to clarify the way forward and quell their anxieties. She’s also our go-to expert whenever we help women deal with the uncertainty of losing a loved one, navigate divorce, and take financial control for the first time.
And it is, perhaps, this combination of acumen, collaboration, and compassion that makes Kathryn so valuable. She’s a mentor to many young professionals within and outside our firm, working tirelessly to inspire the next generation to choose financial planning as a career. She’s the very personification of Capital Partners. And what means more than money to Kat? It’s happiness, family, friends, and new experiences.