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Kathryn Zachariah

AdvDipFP

Authorised Representative: 001272070

Associate Adviser

"I believe the importance of money means something different to everyone. What you wish to achieve financially is my top priority."

Kathryn commenced working at Morgans in 2017. She completed her Advanced Diploma in Financial Planning in February 2016 and is currently completing her Bachelor of Commerce, majoring in Financial Planning at Deakin University. She is passionate about her clients' financial wellbeing and believes long term client-adviser relationships are beneficial to optimise her clients' financial planning experience. Kathryn's recommendations are supported by professional expertise and comprehensive resources. She recognises the power of informed decisions.

Services and specialities

  • Financial Planning
  • Retirement and Estate Planning
  • Self Managed Super Funds
  • Superannuation Advice
  • Wealth Management

Investment Style

Kathryn is committed to providing her clients ongoing strategic investment guidance. She uses her financial planning experience to coach and collaborate with clients to build a personalised wealth portfolio relevant to their financial goals and objectives, with emphasis on asset allocation and investment selection.

Industry Education & Experience

Qualifications
  • Advanced Diploma in Financial Planning, Integrity Education, 2016
  • Diploma in Financial Planning, Integrity Education, 2015
Approved Competencies
  • Financial Planning
  • Generic
  • Managed Investments
  • Securities
  • Superannuation
I am employed by Argyle Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Domain. My employer remunerates me as your adviser by way of salary.