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Kathryn Zachariah
BCom(FinP) AdvDipFP SMSF Specialist
Associate Adviser
I believe the importance of money means something different to everyone. What you wish to achieve financially is my top priority.
Kathryn joined the Morgans Domain team in January 2017. She holds a Bachelor of Commerce, majoring in Financial Planning, from Deakin University and is an Accredited Age Care Professional. Kathryn is passionate about her clients' financial wellbeing and believes building mutually rewarding long-term relationships is fundamental for optimising her clients financial planning experience. Kathryn’s recommendations are supported by professional expertise and comprehensive resources. She recognises the power of informed decisions.
Investment Style
Kathryn is committed to providing her clients financial guidance and holistic strategic and investment advice. She uses her financial planning experience to coach and collaborate with clients to build personalised plans designed to help her clients achieve their financial goals and objectives, with an emphasis on providing ongoing adviser support to her clients along the way.
Services and Specialties
Aged Care
Wealth Management
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Financial Planning
Qualifications and Professional Affiliations
Diploma in Financial Planning
Bachelor of Commerce (Financial Planning)
Ethics and Professional Relationships
Advanced Diploma in Financial Planning
Accredited Aged Care Professional™
Associations
No items found.
Competencies
Life Insurance
ASIC Financial Advisers Register
Managed Investments
Aged Care Accreditation
Financial Planning
FASEA Financial Adviser Exam
Securities
Tax (financial) Adviser
Superannuation
Generic
I am employed by Argyle Wealth Management Pty Ltd which operates the business of Morgans Financial Limited - Domain. My employer remunerates me by way of salary.
