Kathryn Fitch-Daniels

Kathryn Fitch-Daniels Email and Phone Number

Certified Financial Planner and Responsible Investment Senior Adviser @ Ethinvest
Sydney, NSW, AU
Kathryn Fitch-Daniels's Location
Sydney, New South Wales, Australia, Australia
Kathryn Fitch-Daniels's Contact Details

Kathryn Fitch-Daniels work email

Kathryn Fitch-Daniels personal email

n/a

Kathryn Fitch-Daniels phone numbers

About Kathryn Fitch-Daniels

I pride myself on educating & taking out the financial worry for my clients. I can relate to their queries on how a financial planner can help them because when I started a marketing role in a financial planning company, I didn't know about financial plans or strategies either. But it wasn't long before I knew I wanted to change my career path and progressed through financial planning roles in order to pursue my Certified Financial Planner accreditation, completed in 2008. I've now been an adviser for over 15 years and in the industry since 2004.I am not just in financial planning to hand out statements of advice - educating my clients, especially the younger ‘Generation X & Y’, is the main focus of my engagements. Sometimes this can be answering general questions but it can also be discussing hard truths and dispelling myths. My passion is specialised advice for professional women through wealth creation & protection strategies. It is important that women take an interest in their finances (boring as it is!) whether they are just starting out in their career or just rely on their partner to make all the financial decisions. I pride myself on strong relationships with other professionals, giving my clients a complete financial solution with access to a network of specialists offering advice in areas such as accounting, tax, law, estate planning, property and mortgage broking services. Recently its been great to talk about ethical investing with my clients and customising a portfolio in line with their ethical preferences. Out of the office I enjoy live sport with my husband, trying all the restaurants in Newtown and cultivating my balcony garden.

Kathryn Fitch-Daniels's Current Company Details
Ethinvest

Ethinvest

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Certified Financial Planner and Responsible Investment Senior Adviser
Sydney, NSW, AU
Website:
ethinvest.com.au
Employees:
35
Kathryn Fitch-Daniels Work Experience Details
  • Ethinvest
    Certified Financial Planner And Responsible Investment Senior Adviser
    Ethinvest
    Sydney, Nsw, Au
    View
  • Ethinvest
    Certified Financial Planner
    Ethinvest Apr 2021 - Present
    Sydney, New South Wales, Australia
    View
  • Evalesco Financial Services
    Certified Financial Planner
    Evalesco Financial Services Jun 2015 - Apr 2021
    Level 12,1 Castlereagh Street, Sydney Nsw 2000
    I provide customised financial advice to meet financial goals & lifestyle wealth to my clients. I focus on empowering you to make informed and intentional financial decisions so that your financial future is secure. My expertise is in providing wealth creation and protection advice for my clients, who range from ‘Generation X & Y’ to self-funded retirees. I have a financial planning focus on tax effective, personalised advice for clients ranging from business owners & professionals to… Show more I provide customised financial advice to meet financial goals & lifestyle wealth to my clients. I focus on empowering you to make informed and intentional financial decisions so that your financial future is secure. My expertise is in providing wealth creation and protection advice for my clients, who range from ‘Generation X & Y’ to self-funded retirees. I have a financial planning focus on tax effective, personalised advice for clients ranging from business owners & professionals to self managed super funds. My areas of advice include superannuation, insurance, estate planning, investment portfolio construction, gearing and retirement planning.I pride myself on strong relationships with other professionals, giving my clients a complete financial solution with access to a network of specialists offering advice in areas such as accounting, tax, law, estate planning and property buying services.Specialties: Areas of financial planning advice include superannuation, insurance, estate planning, taxation planning, self managed super funds, investment portfolio construction including ethical investments and direct shares, budgeting & cash flow, gearing and retirement planning. Show less
    View
  • Leapfrog Financial Pty Ltd
    Certified Financial Planner
    Leapfrog Financial Pty Ltd Jul 2014 - Apr 2015
    Crows Nest
    Providing customised financial advice to meet financial goals & lifestyle wealth to my clients
    View
  • Psk Financial Services
    Certified Financial Planner
    Psk Financial Services Oct 2011 - Jul 2014
    Sydney, Australia
    Providing customised financial advice to meet financial goals & lifestyle wealth to my clients
    View
  • Life Planning Solutions
    Financial Planner
    Life Planning Solutions Aug 2004 - Sep 2011
    Chatswood Nsw
    Financial PlannerParaplanner Jul 2005 – Jul 2007Senior Paraplanner Jul 2007 – Sept 2011Practice & Compliance manager Aug 2004 – Sept 2011Marketing Aug 2004 – Sept 2011Administration Aug 2004 – Oct 2008

Kathryn Fitch-Daniels Skills

Wealth Retirement Planning Financial Advisory Superannuation Financial Services Estate Planning Financial Planning Investments Strategic Financial Planning Investment Advisory Retirement Wealth Management Finance Income Protection Investment Strategies Smsf Portfolio Management Insurance Managed Funds Wealth Accumulation Small Business Personal Financial Planning Financial Planners Certified Financial Planner Wealth Management Services Pensions Life Insurance Debt Consolidation Holistic Financial Planning Budgets Banking Asset Allocation Investment Management Risk Management Succession Planning Tax Savings Financial Goals Trusts Social Collaboration Budgeting Financial Advice

Kathryn Fitch-Daniels Education Details

Frequently Asked Questions about Kathryn Fitch-Daniels

What company does Kathryn Fitch-Daniels work for?

Kathryn Fitch-Daniels works for Ethinvest

What is Kathryn Fitch-Daniels's role at the current company?

Kathryn Fitch-Daniels's current role is Certified Financial Planner and Responsible Investment Senior Adviser.

What is Kathryn Fitch-Daniels's email address?

Kathryn Fitch-Daniels's email address is ka****@****.com.au

What is Kathryn Fitch-Daniels's direct phone number?

Kathryn Fitch-Daniels's direct phone number is +614161*****

What schools did Kathryn Fitch-Daniels attend?

Kathryn Fitch-Daniels attended Western Sydney University, Deakin University, University Of Western Sydney, Threesixty, Kaplan, Baulkham Hills High, Kaplan Professional.

What are some of Kathryn Fitch-Daniels's interests?

Kathryn Fitch-Daniels has interest in Economic Empowerment, Live Music, Netball, Environment, Poverty Alleviation, Motorbike Riding, Dinner And Movie Outings, Human Rights, Arts And Culture.

What skills is Kathryn Fitch-Daniels known for?

Kathryn Fitch-Daniels has skills like Wealth, Retirement Planning, Financial Advisory, Superannuation, Financial Services, Estate Planning, Financial Planning, Investments, Strategic Financial Planning, Investment Advisory, Retirement, Wealth Management.

Who are Kathryn Fitch-Daniels's colleagues?

Kathryn Fitch-Daniels's colleagues are Elaine Zhang, Holly Archer, Ravichandran C, Erin Mcalister, Blair Palese, Vaughan Hain, Fiona Thomas.

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