Her experience spans back-office operations, paraplanning, and client service, where she has built strong technical expertise and a deep understanding of client needs. Having also stepped into an adviser role, Kathy offers valuable perspective and practical insight when supporting both clients and advisers.
In her current role as a Financial Adviser, she is a trusted point of contact, known for her approachable nature and commitment to making financial advice clear, supportive, and empowering.
Kathy holds a Bachelor of Business (Financial Planning and Financial Management) and the Certified Financial Planner® designation.
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This webpage has been prepared by Ironbark Private Wealth.
This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.