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BBus (Fin Plan), CFP®

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Kate holds a Bachelor of Business in Financial Planning and is a Certified Financial Planner.

Before joining Collins House in 2011, she commenced her career in Financial Services in 2001 in the United Kingdom. Between 2004 and 2010 she was employed as an Independent Financial Advisor with UK Chartered Firm, Firth & Scott Financial Services Ltd. Returning to Australia in 2010, Kate worked in the Private Wealth division of the Commonwealth Bank in Melbourne.

Kate provides high quality strategic and investment advice, as well as ongoing advisory services to clients of Collins House.

Kate assists clients to achieve their lifestyle and financial objectives in a professional, personalised and ethical manner.

Other Team Members

Yi Li

SMSF Manager

Yi Li

Yi Li

SMSF Manager

Mariana Lopes

Client Services Administrator

Mariana Lopes

Mariana Lopes

Client Services Administrator

Sarah Manassa

Client Services Manager

Sarah Manassa

Sarah Manassa

Client Services Manager

Sam Campisi

Director, Divisional Head – Accounting & SMSFs

Sam Campisi

Sam Campisi

Director, Divisional Head - Accounting & SMSFs