Katrina specialises in personalised comprehensive strategic advice for clients, and is integral in the wider financial advice provision given her expertise in asset structuring, superannuation, retirement planning, insurance and estate planning.
She commenced her career in financial services industry in 2016 whilst studying her Masters in Commerce majoring in Applied Finance, at Curtin University, completing this at the end of 2018. In May 2019, Katrina joined the business, building on her passion of providing financial guidance and strategy to people seeking to realise their financial goals and ambitions. Continuing her trajectory of professional development Katrina has also completed a Graduate Diploma of Financial Planning. Katrina also holds a bachelor of Commerce, majoring in Economics and Management from Curtin University, completed in 2015.
Katrina is able to deliver a range of services including:
- Management of multi asset class portfolios
- Retirement planning
- Managed funds
- Margin lending facilities
- Savings plans and deposit products
- Life insurance
- Managed investments
- Securities, derivatives and bonds