Kate manages the delivery of advice for Hunter Wealth. Kate leads the Associate and Paraplanning team while also managing Hunter Wealth’s outsourced paraplanning relationships.

Kate has a wide range of experience with Hunter Wealth as she has been with the practice for over 17 years. Her contribution and roles have developed as the business has grown and as the financial planning industry has changed.

Kate is passionate about her work, the team, the right process, compliant and quality advice, all of which contribute to effective day to day business operations that help our clients achieve their financial freedom. Kate manages the financial planning software, templates, the advice development, documentation, and review processes.

Kate is also our HR champion, always championing for a great work culture at Hunter Wealth. Kate’s idea of Financial Freedom: “being able to travel down the south coast with my family whenever we like!”