Hi, I’m Katherine
Financial Adviser, Yulania Financial
Financial Adviser
I help women connect with their money and use it to consciously build their dream life.
I was a very unfulfilled public servant before meeting a financial adviser at a BBQ who inspired me to explore the world of personal finance. The more I read the more I felt I had found the thing I wanted to do - help people use their money to build the life they want. So I jumped ship and never looked back.
My mission is to help people with their money, so that they can use it as a tool to build a life of financial independence, freedom and most importantly provide choice.
Location: Melbourne and Australia-wide
Favourite drink: Jalapeno margarita
Best life hack: Delegate, Automate, Eliminate
Best piece of advice: Ask the question, Always!
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More About Me
Spreading financial literacy as far and wide as I possibly can is the aim of the game.
After meeting a financial advisor at a friend's BBQ, I quickly realised how little I knew about my financial affairs, let alone how to manage them. I needed to learn more about the financial world and how I could make the most of my own money, so that I could live the life I want to live.
I enrolled in a Bachelor of Business, majoring in Financial Planning, with a goal to build business skills and learn enough on the financial planning side to never have to rely on someone else to sort out my financial well-being.
What I learned was life changing and I wanted to make sure everyone had the same knowledge and power to make financial decisions for themselves. I quickly became that person who asked the nitty gritty questions; what's your interest rate? How's your super invested? What are your goals in life and how are you going to get there? As long as they knew where they were headed, I felt I could help them understand the tools available and provide a solution to get there.
Now I have a career where I can share my passion for financial literacy, nerd out reading the small print on financial products and legislation and help people build the life they want.
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.
