Katie has worked in Financial Services since 2006, both in Australia and the United Kingdom and is very passionate about the Financial Planning industry. It gives her a strong sense of satisfaction to achieve high levels of customer service and business outcomes.
As a financial planner, Katie believes she is in the unique position to make a real difference in people’s lives. She is able to provide the knowledge needed to make better financial decisions that benefit clients, their families and businesses. For Katie, it is a rewarding feeling being able to provide support and guidance to clients as they work through major life events.
Since joining the Monash Group in 2015 (and now Gallagher), Katie has had the opportunity of working with many new and existing clients, in particular in the areas of personal insurance, superannuation strategies and estate planning. Despite being one of the hardest parts of the job, helping someone through a claim is also one of the most rewarding parts of what she can do. Whilst you can’t take away the pain of the event, helping someone when they need it most, is what motivates her to keep doing what she does.