Kathryn Willowhite

Kathryn Willowhite Email and Phone Number

Financial Advisor at Funding What Matters @ Funding What Matters
Commercial Rd, Murwillumbah,New South Wales 2484,Australia
Kathryn Willowhite's Location
South Murwillumbah, New South Wales, Australia, Australia
Kathryn Willowhite's Contact Details

Kathryn Willowhite work email

Kathryn Willowhite personal email

n/a
About Kathryn Willowhite

It's important I have a strong understanding of what my clients wish to achieve. From this understanding, I apply my knowledge and expertise to develop plans that maximise the client's probability of achieving their goals and financial freedom.I have worked in the financial planning industry for the past 22 years. Prior to becoming a financial adviser in 2015, I acquired broad technical knowledge working as a paraplanner.

Kathryn Willowhite's Current Company Details
Funding What Matters

Funding What Matters

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Financial Advisor at Funding What Matters
Commercial Rd, Murwillumbah,New South Wales 2484,Australia
Website:
fundingwm.com.au
Employees:
3
Kathryn Willowhite Work Experience Details
  • Funding What Matters
    Financial Advisor
    Funding What Matters Aug 2021 - Present
    Murwillumbah, New South Wales, Australia
    View
  • Hillross Tweed Valley
    Financial Adviser
    Hillross Tweed Valley Sep 2015 - May 2021
    Murwillumbah
    My areas of expertise are:InvestmentsSuperannuationSelf Managed Super FundsAccount based PensionsAnnuitiesTransition to Retirement StrategiesCentrelink Personal insurance and risk managementDebt and cashflow management
    View
  • Hillross Tweed Valley
    Paraplanner
    Hillross Tweed Valley Jul 2008 - Sep 2015
    Murwillumbah
  • Intouch Financial Planning
    Paraplanner
    Intouch Financial Planning Jan 2006 - Jun 2008
    Tweed Heads & Coolangatta
  • Tweed Financial Planning
    Paraplanner And Personal Assistant
    Tweed Financial Planning Feb 2000 - Dec 2005
    Tweed Heads South

Kathryn Willowhite Skills

Finance Financial Advisory Financial Planning Investments Superannuation

Kathryn Willowhite Education Details

Frequently Asked Questions about Kathryn Willowhite

What company does Kathryn Willowhite work for?

Kathryn Willowhite works for Funding What Matters

What is Kathryn Willowhite's role at the current company?

Kathryn Willowhite's current role is Financial Advisor at Funding What Matters.

What is Kathryn Willowhite's email address?

Kathryn Willowhite's email address is ka****@****.com.au

What schools did Kathryn Willowhite attend?

Kathryn Willowhite attended Griffith University, Kaplan Professional, Mentor.

What skills is Kathryn Willowhite known for?

Kathryn Willowhite has skills like Finance, Financial Advisory, Financial Planning, Investments, Superannuation.

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