Kathryn is a RIAA Certified Responsible Investment Adviser with almost 20 years of experience in the financial planning industry. She joined Ethinvest in 2021 and has been a Certified Financial Planner since 2013.
Throughout her financial planning career exclusively in boutique practices, Kathryn has always worked in the comprehensive advice space, with extensive experience managing SMSFs & other entities as well as a wide range of strategies for individuals. She is passionate about clients achieving their financial goals through ethically constructed portfolios so that they can build wealth that also aligns with their values.
Kathryn has a Bachelor of Commerce and completed post-graduate studies in 2021 where she was awarded the WSU Dean's Medal for the Graduate Diploma of Financial Planning. She is a member of RIAA as well as the Financial Advice Association Australia. In 2022, Kathryn was appointed to the board of the Ethical Adviser’s Co-op and currently serves as its Treasurer.
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