Hi, I’m Kathleen,
Financial Adviser specialising in insurance
INSURANCE
I help women with protecting their financial security through personal insurances so they can live their lives with more confidence.
I want to help Australian ladies ensure they have confidence that if something were to happen to them or their family and they were no longer able to work that they would still have the financial security to maintain their lifestyle and reach their goals.
Location: The Skye team works 100% remotely, no office! However, I personally reside in Melbourne
Favourite drink: Pina colada
Best life hack: Setup automatic transfers from each pay to a separate bank account so when those bigger less frequent bills are due, you already have the money set aside.
Best piece of advice: The earlier you put a personal insurance plan into place, the less likely you will have exclusions or loadings on your policies due to being younger and healthier.
Book a call with Kathleen
More About Me
I want to help Australian ladies ensure they have confidence that if something were to happen to them or their family and they were no longer able to work that they would still have the financial security to maintain their lifestyle and reach their goals.
I started in Financial Advice fresh out of uni in November 2012. I began working in admin then worked my way up to client services, paraplanning and an Associate Adviser. I've worked in various companies helping retirees, pre-retirees and younger professionals with their superannuation, investments and insurance, so have more than 10 years experience working in all facets of financial advice.
I started at Skye Wealth in February 2023 as a Financial Adviser.
The information provided on our website or at this seminar, online course, event, webinar or workshop is general in nature and is not personal financial product advice. Read Full Disclosure Here.
