Katie holds a Bachelor of Management from the University of South Australia, an Advanced Diploma of Financial Planning and she is a Certified Financial Planner.  Katie has worked in the financial services industry for 21 years.

Prior to joining Minchin Moore Katie worked with a leading private bank for 12 years, her final role there being that of Senior Adviser, where she advised a select group of individuals and families with their financial planning and investment management needs.

With her strong attention to detail, Katie prides herself on providing a comprehensive service that simplifies and helps co-ordinate her clients’ financial lives. She works with clients to identify their key values and objectives and then designs and executes an ongoing strategy to achieve what is important to them. She is particularly skilled in advising clients who are approaching retirement or are retired, and individuals and families navigating major life events.

Katie is married and lives with her husband and daughter in Middle Cove. When she is not spending time helping clients, or with family and friends, Katie loves to travel, swim, and play games or watch movies with a good mystery to solve.