Skip to content

BBus (Fin Plan), CFP®

————————-

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

Sarah Manassa

Client Services Manager

Sarah Manassa

Sarah Manassa

Client Services Manager

Matthew Del Giudice

Financial Advisor

Matthew Del Giudice

Matthew Del Giudice

Financial Advisor

Michael Mazey

Accounting Manager

Michael Mazey

Michael Mazey

Accounting Manager

Ketty Xu

Client Services Administrator

Ketty Xu

Ketty Xu

Client Services Administrator