Kathy is a Co-Proprietor and the Managing Director of the RetireInvest Wide Bay practice which opened in April 1996. Kathy has worked in the banking and financial industry since 1984 and has worked as a financial adviser since joining RetireInvest in 1994 in Rockhampton. Prior to this, Kathy operated her own insurance business in Brisbane for 7 years.
Kathy is a Certified Financial Planner™ , having completed her Diploma of Financial Planning in 1999. She is also an Associate of the Financial Planning Association of Australia and is accredited as a Self Managed Super Fund Specialist.
She has been recognised nationally as one of RetireInvest’s Top 10 advisers for the past 14 years, has been a member of the RI Platinum Club since 2004 and was a representative on the RetireInvest Proprietors’ Advisory Council for 8 years before retiring her position at the end of 2010 to concentrate on her growing business.
She is a regular presenter at both State and National Conferences providing insight into how she has built a successful business.
With her vast knowledge and experience, Kathy is able to provide advice and guidance to a wide range of clients – from those wanting to accumulate their wealth through saving and debt reduction to those wanting to retire, securing their desired income and continue to build their wealth in tax effective and transparent structures.
Her mantra, is “Great service is the difference between success, mediocrity and failure”. This has become a part of the RI Wide Bay office culture and is used as a constant reminder that we are ‘service providers’ and our clients are the reason why we are in business.