Kate is responsible for the onboarding of new clients within the Private Wealth team and maintaining strong relationships with existing clients. She ensures a seamless client experience. Kate brings with her over 15 years of experience in the wealth management industry, having held leadership and operational roles with some of the sectors top firms, Mercer Financial Advice and UniSuper Comprehensive Advice. Her expertise in client services, team management, and process optimisation positions her as a key contributor to the Private Wealth team’s success.
