Katrina joined the team in early 2021, bringing with her over 15 years of experience working within the financial planning industry.
Originally from Canada, Katrina moved to Australia to complete her double degree in Economics and Journalism at the University of Queensland. After completing her degree, she entered the world of financial planning and has never looked back.
After many years of working in a Client Services role, Katrina has used her extensive experience and industry insights to take on a new challenge as the team’s Paraplanner.
Katrina works extremely hard behind the scenes undertaking research and analysis that supports the advice we provide, and works closely with James to ensure that our recommendations are the best possible solution for our clients when it comes to achieving their goals. She is responsible for the preparation of the high-quality and compliant advice documents that we provide to our valued clients.
Katrina is passionate about helping clients to achieve their goals, in a way that is both educational and easy to understand.