Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.
Collins House Pty Ltd
Collins House Private Wealth
BBus (Fin Plan) , ADip (FP) AFP®
Kate has over 17 years’ experience in Financial Services. She holds a Bachelor of Business in Financial Planning, an Advanced Diploma of Financial Planning as is currently undertaking the Certified Financial Planner certification through the FPA.
Before joining Collins House in 2011, she commenced her career in Financial Services in 2001 in the United Kingdom. Between 2004 and 2010 she was employed as an Independent Financial Advisor with UK Chartered Firm, Firth & Scott Financial Services Ltd. Returning to Australia in 2010, Kate worked in the Private Wealth division of the Commonwealth Bank in Melbourne.
Kate provides high quality strategic advice, as well as ongoing advisory services to clients of Collins House. Kate assists clients to achieve their lifestyle and financial objectives in a professional, personalised and ethical manner.
How else can we help you?
Collins House Private Wealth, Independent advice that could save you thousands every year.
We help you decide on the right Super Fund, and assist in building a flexible strategy that's suited to your lifestyle.
Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.
With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.