About Kathryn

Kathryn is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.

Education and experience

Kathryn holds the following qualifications:

• Bachelor of Arts (Hons) (Bristol University - United Kingdom).
• Certified Financial Planner ® practitioner designation.
• Diploma of Financial Planning (Deakin University)
• Member of the FAAA.

In 2024 Kathryn was honoured in The Barron's Top Financial Advisers in Australia list.

Kathryn has worked as an adviser for over 20 years, starting at Shadforth (previously The Money Managers Ltd) in 2001. She takes a personal approach to understanding her clients and what is important to them. She believes in educating her clients and articulating complex issues in a clear way to help them make more informed decisions so that they can gain the freedom, security and confidence to spend more time doing what they love rather than worrying about their financial affairs. Her goal is to provide her clients true peace of mind.

Kathryn specialises in providing financial advice to:

• Couples and female executives and professionals in the wealth accumulation phase of their lives.
• Women navigating relationship breakdown, widowhood and divorce who need expert help to structure their finances and start over.
• Individuals and families preparing for and transitioning to retirement or navigating the complex age care system.
• Time-poor people who see value in partnering with an expert to manage their finances.

Outside of work

Away from work, Kathryn is married to Mark and has two teenage children at university and school. She enjoys travelling with the family, dining out with friends, watching musical theatre and keeping active with boxing & pilates.

Meet Kathryn's Clients