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 Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Advisor
Location
Colac, Victoria, Australia
Company size

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 company 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
Employees
8
AeroLeads page
3 roles

Kate Borch Mfinplan Bcom Cpa work experience

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

Financial Advisor

Current

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.

May 2024 - Present

Associate Partner

Jan 1999 - Mar 2024

Partner

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 →

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 Penny Giofkou, Emma Lee, Josh Pearce, Kerrie Mcmahon, and Lyzza Toledo.

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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