Client Services Manager
Kathy is our part-time Client Services Manager and she is often remembered for her cheerful voice over the phone or her bright smile when she greets you.
Kathy’s role involves assisting with research, overseeing the implementation of strategies, and providing administrative and transactional support to Peter and our clients.
Having completed a Bachelor of Business, Kathy has always had a keen interest in finance and financial strategies. With over 10 years’ experience in customer service and administration roles, including previous experience as a Client Services Manager, Kathy performs her role with attention to detail and a high degree of initiative and problem-solving skill.
“I have always had a passion for goal setting and future planning. I grew up in a family business, with two hard-working parents who instilled strong financial foundations from a young age. I am fascinated by the range of financial strategies that can be utilised, and it is so exciting to join our clients on their journey to achieving their goals.
Outside of work, my time is spent with my husband, our two young boys and my resident father-in-law. Going for a walk or bike ride along the beautiful coastline is one of my favourite pastimes in this beautiful region, and whatever spare time I have is indulged in my other passion - cooking!”