"Experience has taught me to emphasize both opportunity and capital protection in encouraging clients to adopt strategically-positioned integrated portfolios. This builds sustainable wealth and financial security."
Kate is a stockbroker and a qualified financial planner. She has been in the financial services industry since 1986. During that time Kate has held management roles and was a senior lecturer with the ASX for more than 14 years. Early in the 1990s, Kate established an expertise in self managed super funds and retirement portfolios.
Services and specialities
- Fixed Interest and Cash Management
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Wealth Management
Investment Style
Engagement – both with listed businesses and with clients is the basis of Kate's investment style. This entails strong client relationships and extensive research/reading across a wide range of global sources alongside Morgans' research. The emphasis is on informed decisions and strategically positioned portfolios in balance with the client's personal situation preferences and investment experience.
Industry Education & Experience
Qualifications
- Bachelor of Arts, UQ, 1980
- Graduate Diploma of Applied Finance & Investment, Securities Institute, 1995
- Graduate Diploma of Business Administration, QUT, 1992
- Graduate Diploma of Financial Planning, Deakin University, 1989
- TASA and the TPB Code of Professional Conduct, Kaplan, 2017
- Margin Lending Accreditation Program, SAA, 2010
- Graduate Diploma in Education, University of Queensland, 1981
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me as your adviser by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.