Kate Phillips – Senior Financial Adviser

Kate has more than ten years’ experience in financial services and holds an Advanced Diploma in Financial Services and a Bachelor of Teaching. Kate’s ability to look at the big picture helps clients understand the true value of financial planning, enabling them to work confidently with us towards wealth creation and long-term financial security.

Favourite Quote 

Always do your best.  What you plant now, you will harvest later – Og Mandino

What do you do outside of work?

When not at work I like to run around the hockey field, I also enjoy being beaten at board games by Abbey and Eliza.  I have a thermomixer and love cooking up a storm.

What are you most proud about?

Establishing and building a family and a business.

Can you share an embarrassing moment?

Probably many!

What do you most love about coming to work each day?

The relationships with both clients and staff and sharing in life’s financial journey.

How are you seen by your work colleagues? (comments from them)

“Driven, determined, hard working. Doesn’t sit or stand still for long.”
“Hard-working, caring, supportive and kind.
“‘Terrier-like’ because she is busy and always moving at a quick pace.”
“Hard working, determined, career driven. A role model and a super mum.”

What do you do best in the office / for our clients?

I am an educator and pride myself on assisting clients to understand the strategies available to them. I am also good at emptying the chocolate bowl!

What are your qualifications?

  • Bachelor of Teaching
  • Bachelor of Education
  • Diploma of Financial Services
  • Advanced Diploma of Financial Services
  • Accredited Aged Care Specialist
  • Member of the Financial Planning Association
  • Member of the Aged Care Gurus