Kathryn Creasy

Principal | Wealth Adviser

BCom, GDipAppFin, DFP, ADA1, CFP®

Kathryn joined us in 2014, after eight years working at a stockbroking firm. She came to us looking for a change – an opportunity to help people, to provide more than just investment advice – and she jumped aboard after speaking to Capital Partners’ founders David and Michael, who convinced her with their passion for providing personalised, whole-of-life financial advice.

Today, 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. Like so many who join us, she has chosen to stay and develop her expertise and career here. Indeed, her influence and leadership now extends to our broader industry – Kathryn chaired the FPA Women in Wealth Committee in 2018.

Within our close-knit team, Kathryn’s ability to uncomplicate 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 dealing with the financial and emotional minefields of separation and divorce.

And it is, perhaps, this combination of acumen, collaboration and compassion that makes Kathryn so valuable. She’s the very personification of Capital Partners.

Education and Associations

Bachelor of Commerce
Graduate Diploma Applied Finance
Accredited Derivatives Adviser (Level 1)
Diploma of Financial Planning
Certified Financial Planner