Client Services Paraplanner
Qualifications: Diploma of Financial Planning & Batchelor of Arts
Kate is a client services paraplanner in our Rockhampton office, she prepares your Statement of Advice and new business paperwork, and implementation and addresses your client queries.
Kate had a back ground in banking having worked at the NAB and Suncorp bank. After four and a half years in retail banking Kate has come to Soundbridge to specialise in Financial Planning. In her work Kate prides herself on putting the client’s needs first, being dedicated to doing a good job, having a great work ethic and going the extra mile. She is passionate about helping people towards financial security.
In her free time Kate enjoys being active, playing with her dogs and spending time with her friends and family.