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Kate Paynter
BA GDBA DipFP ASIA MSAFAA
Investment Adviser / Stockbroker
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.
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.
Services and Specialties
Retirement and Estate Planning
Fixed Interest and Cash Management
Self-Managed Super Funds
Wealth Management
Stockbroking
Qualifications and Professional Affiliations
Margin Lending Accreditation Program
Graduate Diploma in Education
Bachelor of Arts
Graduate Diploma of Applied Finance & Investment
Graduate Diploma of Business Administration
Graduate Diploma of Financial Planning
Associations
Master Member of Stockbrokers and Investment Advisers Association (MSIAA)
Competencies
Generic
Margin Lending
Financial Planning
Superannuation
Managed Investments
Securities
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
