Summary
Kate has been in the financial planning industry for the past 15 years. Kate is passionate about helping her clients identify and meet their lifestyle and financial goals, and believes in providing quality strategic and investment advice to help clients to meet their individual needs.
Kate highly values trust and transparency in her client relationships and believes in not only helping her clients to take the right steps in their financial journey, but also to ensure her clients are involved in this process and feel confident in the decisions they make.
Kate is a SMSF Specialist Advisor™, a FAAA Aged Care Specialist and has completed a Graduate Diploma of Financial Planning.
Get in touch with Kate Dundon
