Catherine is focused on helping clients achieve their retirement goals whilst ensuring adequate lifestyle protection.
Catherine has worked in the Financial Services industry for over 15 years, in a variety of insurance roles mainly with Aon Hewitt. Catherine has also worked for Colonial Life and Friends Provident Life Office, is an Affiliate Member of the Australian Association of Financial Advisers and abides by their code of ethics.
Catherine has considerable insurance experience gained through her previous role as a relationship manager for corporate group insurance. She is keen to build new client relationships and to provide clients with advice on their superannuation, personal insurance and financial needs.
- Wealth protection
- Pre-retirement planning
- Risk management