CPA, DFP (CPA), BCom
Catherine has enjoyed over two decades of experience in accounting and finance roles at the management level, initially in large corporates and more recently in Public Practice and Financial Planning. Catherine takes her commercial background and experience, to work closely with individual and business clients to understand their objectives and provide tailored solutions that improve their financial position and prosperity.
Catherine is a graduate of Deakin University (Dean’s List) and is a CPA with a Diploma of Financial Planning (RG146) and a Full Public Practice Certificate. Catherine is also an authorised representative of GWM Adviser Services Limited ABN 96 002 071 74 (AFSL number 230692). Her skills in both financial planning and accounting ensure that recommendations put forward in financial plans are reviewed together with the client’s tax position, so a truly holistic solution is developed.