Financial Adviser & Managing Director
Katrina started her Financial Services career in 2003 joining the family business and gaining a thorough understanding of the industry from the very beginning. Learning from her experienced father and obtaining her qualifications Advanced Diploma of Financial Planning (AdvDip FP) she then found she had a passion for wealth protection.
She is passionate about educating her clients on the risks involved with wealth creation and strives to instill a strong peace of mind. This is done by assessing their financial goals and putting in place risk protection strategies to help them reach their target.
Katrina is professionally licensed through Millennium3 Financial Services Pty Ltd (AFSL No. 244252) and is a member of the Association of Financial Advisers (AFA).