Kate is a Certified Financial Planner® and has been in the financial planning and wealth management industry since 2000. Kate is an Executive Director and the Head of Compliance at Alteris Financial Group and is a Responsible Manager on Alteris’ Financial Services License.

Kate holds a Bachelor of Commerce and a Bachelor of Arts (Asian Studies) from the University of Queensland and has completed a Graduate Diploma in Financial Planning. Kate is also a Certified Financial Planner™, a member of the Financial Advice Association Australia (FAAA), the SMSF Association and is a Graduate of the Australian Institute of Company Directors (GAICD).

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.

From 2020-2023, Kate was named as one of Australia’s Top Financial Advisers in the list compiled annually by The Australian newspaper and US financial investment publication Barron’s.