Associate & Senior Financial Planner | Strategy & Investments
Representative of Hood Sweeney Securities AFS Licence No. 220897
Kathryn has more than 20 years’ experience in the financial planning industry across a number of mid-tier firms.
Kathryn was drawn to financial planning as she loves numbers and people, so blending the two made perfect sense. Kathryn enjoys working with a variety of clients, helping them achieve financial security, and has a strong client-first philosophy.
Spending a good portion of her childhood in the country, Kathryn has a special interest in the agricultural and regional space, and represents the Financial Planning service line in Kadina, Clare, Burra and the Northern Territory.
She is also passionate about empowering women to make sound financial decisions.
“I’m fortunate enough to have gained knowledge which can make such a difference in the lives of other women, and it is important to me that I pass it on.”
Kathryn has been instrumental in developing the Women in Leadership series at Hood Sweeney, which has enabled many women to form invaluable connections both professionally and personally.
When she isn’t in work mode Kathryn is busy raising two young boys and spends most weekends taxiing them to sporting commitments. Being gregarious by nature she places high importance on catching up with friends but also enjoys some downtime bike riding or walking her dog Eddie.
Qualifications and memberships
- Graduate Diploma of Financial Planning, Kaplan Professional (Australia, 2021)
- CERTIFIED FINANCIAL PLANNER®, Financial Planning Association (Australia, 2002)
- Diploma of Financial Planning, Deakin University (1999)
- Bachelor of Science (Maths and Computer Science), Adelaide University (1997)