Things that get me out of bed in the morning: number crunching, strategy sessions, meeting great people, coffee. I am most passionate about ensuring our generation understand how to design their finances to achieve their life goals. At Kernel I sit on the leadership team as a founding employee of the business, overseeing our marketing, sales and customer success functions.Born and raised in Melbourne, I now spend most of my time in Auckland. In Australia I worked in the financial advice sector; providing personalised financial advice to millennials through to high net wealth individuals.
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Chief Customer OfficerKernelAuckland, Nz
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Head Of Marketing & Customer StrategyKernel Jul 2019 - PresentAuckland, New ZealandKernel is on a mission to help everyone become wealthier. We're a platform offering a range of investment products, innovative tools and technology to grow wealth - with ease and all in one place. I sit on the leadership team as a founding employee of the business, overseeing our marketing, sales and customer success functions.
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Podcast Co-HostIt'S No Secret Mar 2021 - PresentIt’s No Secret is a podcast for Kiwis who want their money questions answered.Money is still a taboo topic in our society. When it comes to questions about finance, we often don't know how to ask, what to ask or who to ask. This podcast does just that. -
Strategic AdviserPursue Wealth Mar 2017 - Jun 2019Melbourne, AustraliaPursue Wealth believe that with the right motivation and great financial advice, anyone can realise their dreams and lead a fulfilling life that embraces adventure and freedom.As the Strategic Adviser in the team, my job was to help our members create a strategic financial plan that not only supports their goals but takes into account their current and future lifestyles. In my role I worked closely with the Directors to ensure constant innovation in our processes, hiring of new staff, team training and improving the service offering. -
Associate AdviserAffinity Private Jun 2015 - Jan 2017Melbourne, AustraliaAffinity Private had a small team providing fee for service advice to a diverse and engaging range of HNW clients. As Associate Adviser, I worked closely with the business Principal to provide strategic financial advice to our clients. Strategies ranging from complex asset structures, cash flow management, superannuation & retirement planning and investing. -
Associate AdviserShadforth Financial Group Ltd Nov 2012 - May 2015Melbourne, Australia -
Financial AnalystDixon Advisory Jul 2011 - Oct 2012East Melbourne
Catherine Emerson Skills
Catherine Emerson Education Details
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Finance & Marketing -
Financial Planning AssociationCertified Financial Planner -
Kaplan ProfessionalFinancial Planning
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Lauriston Girls' SchoolVce
Frequently Asked Questions about Catherine Emerson
What company does Catherine Emerson work for?
Catherine Emerson works for Kernel
What is Catherine Emerson's role at the current company?
Catherine Emerson's current role is Chief Customer Officer.
What schools did Catherine Emerson attend?
Catherine Emerson attended University Of Melbourne, Financial Planning Association, Kaplan Professional, Lauriston Girls' School.
What skills is Catherine Emerson known for?
Catherine Emerson has skills like Business Strategy, Financial Advisory, Strategic Financial Planning, Investments, Business Development, Financial Forecasting, Financial Analysis, Strategy, Financial Services, Wealth Management, Intergenerational Wealth Transfer, Financial Planning.
Who are Catherine Emerson's colleagues?
Catherine Emerson's colleagues are Isaac Pattison, Nicola Maling, Matthew Winton, Alastair Grigg, Jonathan Sihite, Laura Yang, Sharlene Campbell.
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