Financial Adviser Assistant | MTeach(Prim), BComWelf
Katherine is a dedicated Financial Planning Assistant who plays an important role in supporting both clients and advisers. With a solid background in administration, she is passionate about helping people navigate their financial journey with confidence and ease.
Katherine’s strong attention to detail means she carefully prepares documents, manages appointments, and ensures everything runs smoothly behind the scenes. Her friendly and approachable manner helps clients feel comfortable and supported throughout their financial path.
Clear communication is one of Katherine’s strengths. She makes sure clients’ questions are answered promptly and that advisers have what they need to provide personalised, effective advice. Katherine is committed to delivering reliable and professional assistance that enhances the overall client experience.
