Kate Borch Mfinplan Bcom Cpa
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Kate Borch Mfinplan Bcom Cpa Email & Phone Number

Financial Advisor at Vista Financial Group
Location: Colac, Victoria, Australia 3 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Vista Financial Group
Role
Financial Advisor
Location
Colac, Victoria, Australia
Company size
8 employees

Who is Kate Borch Mfinplan Bcom Cpa? Overview

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Quick answer

Kate Borch Mfinplan Bcom Cpa is listed as Financial Advisor at Vista Financial Group, a with 8 employees, based in Colac, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Kate Borch Mfinplan Bcom Cpa.

Kate Borch Mfinplan Bcom Cpa previously worked as Associate Partner at Findex and Partner at Findex. Kate Borch Mfinplan Bcom Cpa holds Master Of Financial Planning, Financial Planning And Services from Kaplan Business School.

Company email context

Email format at Vista Financial Group

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Vista Financial Group

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Profile bio

About Kate Borch Mfinplan Bcom Cpa

Kate Borch Mfinplan Bcom Cpa is a Financial Advisor at Vista Financial Group.

Current workplace

Kate Borch Mfinplan Bcom Cpa's current company

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Vista Financial Group
Vista Financial Group
Financial Advisor
hampton, victoria, australia
Website
vistafinancial.com.au
Employees
8
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3 roles

Kate Borch Mfinplan Bcom Cpa work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Vista Financial Group

Colac, Victoria, Australia

Expertise: Specialises in managing Self-Managed Super Funds (SMSFs), wealth creation, retirement planning, and aged care financial matters, offering tailored solutions for each client.Client-Centric Approach: Understanding my clients' needs and goals, and collaborating with them to develop personalised financial strategies that align with their aspirations.Trusted Adviser: Be a reliable resource, providing transparent and ethical advice to build lasting relationships based on trust and mutual respect.

May 2024 - Present

Associate Partner

Findex
Jan 1999 - Mar 2024

Partner

Findex

Colac, Victoria, Australia

Jan 1999 - Mar 2024
Team & coworkers

Colleagues at Vista Financial Group

Other employees you can reach at vistafinancial.com.au. View company contacts for 8 employees →

MD Mara De Leon Mara De Leon Colleague at Vista Financial GroupCebu, Central Visayas, Philippines View → AR Andrea Reckell Reiners Andrea Reckell Reiners Colleague at Vista Financial GroupScottsdale, Arizona, United States View → PG Penny Giofkou Penny Giofkou Colleague at Vista Financial GroupGreater Melbourne Area, Australia View → JP Josh Pearce Josh Pearce Colleague at Vista Financial GroupShepparton, Victoria, Australia View → EL Emma Lee Emma Lee Colleague at Vista Financial GroupCebu, Central Visayas, Philippines View → AS Ashley Smith Ashley Smith Colleague at Vista Financial GroupMelbourne, Victoria, Australia View → JC Jason Chew Jason Chew Colleague at Vista Financial GroupSouth Melbourne, Victoria, Australia View → KM Kerrie Mcmahon Kerrie Mcmahon Colleague at Vista Financial GroupBeaumaris, Victoria, Australia View → AM Annie Mcnaughton Annie Mcnaughton Colleague at Vista Financial GroupElliminyt, Victoria, Australia View → LT Lyzza Toledo Lyzza Toledo Colleague at Vista Financial GroupCebu, Central Visayas, Philippines View →
3 education records

Kate Borch Mfinplan Bcom Cpa education

FAQ

Frequently asked questions about Kate Borch Mfinplan Bcom Cpa

Quick answers generated from the profile data available on this page.

What company does Kate Borch Mfinplan Bcom Cpa work for?

Kate Borch Mfinplan Bcom Cpa works for Vista Financial Group.

What is Kate Borch Mfinplan Bcom Cpa's role at Vista Financial Group?

Kate Borch Mfinplan Bcom Cpa is listed as Financial Advisor at Vista Financial Group.

Where is Kate Borch Mfinplan Bcom Cpa based?

Kate Borch Mfinplan Bcom Cpa is based in Colac, Victoria, Australia while working with Vista Financial Group.

What companies has Kate Borch Mfinplan Bcom Cpa worked for?

Kate Borch Mfinplan Bcom Cpa has worked for Vista Financial Group and Findex.

Who are Kate Borch Mfinplan Bcom Cpa's colleagues at Vista Financial Group?

Kate Borch Mfinplan Bcom Cpa's colleagues at Vista Financial Group include Mara De Leon, Andrea Reckell Reiners, Penny Giofkou, Josh Pearce, and Emma Lee.

How can I contact Kate Borch Mfinplan Bcom Cpa?

You can use AeroLeads to view verified contact signals for Kate Borch Mfinplan Bcom Cpa at Vista Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Kate Borch Mfinplan Bcom Cpa attend?

Kate Borch Mfinplan Bcom Cpa holds Master Of Financial Planning, Financial Planning And Services from Kaplan Business School.

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