Head of Wealth and Accounting
Kate is a Certified Financial Planner® and has been in the financial planning and wealth management industry since 2000. Kate is a Director and senior financial adviser at Alteris Financial Group and is a Responsible Manager on Alteris’ Financial Services License.
Kate is passionate about helping her clients achieve their financial and life goals. She provides personalised and expert advice to a broad range of clients including small business owners, sophisticated investors, business professionals and retirees. Her vast experience and know-how allows Kate to work with her clients on all aspects of their personal or business portfolios. Kate is known for her unparalleled knowledge and expertise in all facets of wealth management and financial planning.
Holding a Bachelor of Commerce and a Bachelor of Arts from the University of Queensland, Kate has also completed a Graduate Diploma in Financial Planning. Kate is a member of the Financial Planning Association and the SMSF Professionals Association of Australia. Kate has a strong reputation for her specialised skills and was a regular panellist on Sky News Business before the channel was closed. In 2020 and 2021, Kate was named one of Australia’s Top Financial Advisers in the list compiled annually by The Australian newspaper and US financial investment publication Barron’s.