Kate has been in the financial planning industry for the past 10 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 enjoys working with her clients to build trust and long term relationships whilst helping to develop and better understand their short, medium and long term goals. By understanding these goals, Kate sets her clients on the right path and continues to work with them on an ongoing basis to ensure their financial and investment strategies continue to evolve along their journey.
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 FPA Aged Care Specialist and has completed a Diploma of Financial Planning and Advanced Diploma of Financial Planning.
Get in touch with Kate Dundon