Katie is an Albany born-and-bred local who has worked in the financial planning industry since 2009. As Manager of the Albany office, she is passionate about supporting the advisers and their clients in implementing personalised advice that delivers confidence, peace of mind, and long-term financial security.
Katie values building genuine relationships and guiding clients through important life transitions with care and clarity.
Outside of work, she is a proud mum to two young adult sons. She enjoys spending time with family and friends, walking the dog, and exploring the beautiful beaches along the South Coast.