Katie Pecotich Email and Phone Number
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I am very passionate about helping others, being the eldest daughter of a large migrant family, I became responsible for my family's financial transactions and translating from an early age. Liaising between solicitors, accountants, brokers and bankers for my parents started my intrigue into financial markets. This fascination of finance, money & security grew with me from my first economics & business class in high school through to university and my working life. My focus at the moment is to specialise in holistic advice, from guiding those who are interested in wealth accumulation and protection, to those who are looking into retirement planning and beyond. My work is very rewarding as I am able to help my clients achieve financial success and freedom. My favorite quote is " Failing to Plan is Planning to Fail ". - Alan Lakein.I have been brought up to understand that I live a privileged existence, to live in a free society where the only limiting beliefs are my own. My mission is to share this with my clients, with the family I was given, the family I have created and give back this freedom to those who seek it. Becoming a social media influencer/ content creator and wellness coach came naturally as all aspects of these businesses ensure I can complete my mission viably, not compromising on ethics or having conflicts in mission or beliefs.
Rethink Investing Pty Ltd
View- Website:
- rethinkinvesting.com.au
- Employees:
- 49
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Head Of Marketing And Social MediaRethink Investing Pty LtdSydney, Nsw, Au
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Head Of Marketing/ Social MediaRethink Investing Pty Ltd Jan 2018 - PresentSydney, New South Wales, AustraliaBringing Rethink investing to the forefront and their director Scott O’Neill, a large media presence. He has been featured in articles like the Australian Financial Review and I have helped him build an authentic social media presence for his company. My roles entails: Providing monthly newsletters and ad hoc newsletters to clientele that is tailored to group type (Companies, Trusts, Individuals etc. Providing updates on real estate markets and recently acquired properties Brand strategy and Marketing Plans Hitting set KPI’s on business precured Creating content for podcasts and liaising with media publications such as smart property investment and domain.com.au Creating and maintaining the website Ad hoc marketing campaigns Creating and implementing Social Media Content Monitoring and creating analytics report to partners and directors of the businesses Content Research Taking digital photos, videos and uploading Creating training videos
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Head Of Marketing/ Social MediaHerkess & Partners Jan 2020 - PresentSydney, New South Wales, AustraliaI am the head digital marketing for small businesses that want to grow their audience. As I am transitioning out of my financial planning business, I have been working on social media content creation for two companies. My role entails: Providing monthly newsletters and ad hoc newsletters to clientele that is tailored to group type (Companies, Trusts, Individuals etc. Providing updates on real estate markets and recently acquired properties Brand strategy and Marketing Plans Hitting set KPI’s on business precured Creating content for podcasts and liaising with media publications such as smart property investment and domain.com.au Creating and maintaining the website Ad hoc marketing campaigns Creating and implementing Social Media Content Monitoring and creating analytics report to partners and directors of the businesses Content Research Taking digital photos, videos and uploading Creating training videos -
Financial PlannerConnect 4 Financial Services Jan 2016 - PresentSydney, AustraliaI am an independent Financial Planner, with Connect 4 Financial Services. My role is to provide holistic personal advice to my clients, act in their best interest and guide them through their financial journey. The company mission is to ensure all clients have Strategy and Structure, because in our experience, that will equal Success for our clients.I thrive in this environment as I am motivated by my clients and their success. I feel extremely privileged to have the trust of my clients, to be able to guide them to their dream life, or to be able to tweak the journey they are already on. In this role I have the freedom of being completely independent from financial product, however still under the guidance of our licensee, are able to consistently provide high quality advice. -
Content Creator | InfluencerYoutube Dec 2014 - Aug 2017YoutubeSince 2010, I began my journey as a certified make up artist as a hobby. An encounter with a magazine editor at a party whom complimented the make up I completed on a friend for fun, led to me becoming a certified make up artist 7 months later. I went to night classes after my banking role and due to the exposure the beauty industry has with social media, I was introduced to the impact and reach of Youtube, Instagram and Facebook. Being an influencer helps me connect like minded individuals with brands and helps consumers make a more informed choice. This is my creative outlet, a space for me to inspire others with my creativity whilst reshaping what people believe confidence, aesthetics and style to be. I am very grateful to have this outlet to touch and communicate with people all around the world, in a positive way. -
Senior Financial PlannerStateplus Jul 2014 - Nov 2015Liverpool, Nsw AustraliaMy time at State Plus was one of growth and fond memories. I chose State Plus as my preferred employer because I was after an ethical institution that would help me grow as a financial planner. Here I learnt about the different defined benefit schemes and the complexity at how this would affect my clients. There were many challenges in this role as my focus was entirely on retirement planning. This role opened my knowledge of the public sector in great detail and challenged me to think outside of what I was comfortable with. This role strengthened my professionalism, my experience with retirement planning and sophisticated investors. -
Training Facilitator (Secondment)Stateplus Jan 2015 - Apr 2015Sydney, AustraliaDuring my time at State Plus I fulfilled a secondment role in facilitating a training program on new systems and processes for the financial planners in Australia. This secondment was a fantastic opportunity that enabled me to build on my speaking skills, training and coaching skills and also improve my ability to share information in a useful way. I worked in a team whilst also operating independently and with autonomy. This experience has really fine tuned my leadership skills and I will be forever grateful to the challenges and triumphs of this role.
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Financial PlannerCommonwealth Bank Of Australia Oct 2010 - May 2014Macarthur South WestThe 4 years of advice in the retail banking network has really added tremendous value to my financial planning career. Having the privilege to meet many clients of all walks of life gave me the skill to truly understanding the need for advice. This is the role were I learnt how to listen to a client and understand their emotional journey as well as financial journey. I learnt how I could guide clients through education and consistency. This is the role that I built on my compliance skills, built on my knowledge of financial planning strategies and how to effectively communicate this to my clients.In this role I made the list of 'top 100 advisers' 2 years in a row, demonstrating not only high advice quality, but loyal advice relationships with my clients, as I continued to place my clients interests first. -
Regional Servicing PlannerCommonwealth Bank Jan 2010 - Oct 2010Sydney CbdThis role was newly appointed and I had the opportunity to establish the role at the start. Post GFC and just before the ASIC EU of Commonwealth Financial Planning, I learnt the repercussions of under-servicing clients early on. My skills with excel and reporting where in depth for this role. To this day I have learnt lots of business management skills from this role. I also had the opportunity to interview and recruit new planners to the business and in doing so have developed life long mentors from more experienced financial planners in the network.
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Area Business Co-OrdinatorCommonwealth Bank Nov 2008 - Sep 2009Chatswood, NswAfter I completed the adviser gateway program and diploma of financial planning, I took a role co-ordinating 2 financial planning teams. This role taught me the back end of planning, the administration and reporting involved, the remuneration and recruiting model, the certification process with CPD points and education via conferences and meetings. As PA to the financial planning managers, I also had insight into whole process of building referral partner relationships, administration behind client files, compliance with quality of advice and para-planning skills. I also received invaluable mentoring from the whole northern Sydney Metro network out in the branches. I am extremely grateful for the experiences during my time there that had shaped the behaviors that lead to quality, responsible advice.
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Customer Service RepresentativeComminsure Jul 2007 - Nov 2008Olympic ParkMy time here as a phone operator for the adviser hotline at CommInsure really sparked my interest in financial planning. As a subject matter expert in the personal insurance product at the time, I had many communications with financial planners. I took the opportunity to learn more about financial planning by being accepted by the Commonwealth banks's internal mentorship program called adviser gateway which addition to my role supporting advisers, was to learn the theory behind financial planning with a peer graduate group. -
Customer Service RepresentativeMlc Limited Jan 2007 - Mar 2007North SydneyIn this role I learnt most of my administration skills. How to run behind the scenes report, data entry, processing of forms, letter and client communication etc. -
Insurance AdministratorAustralian Skandia Mar 2005 - Nov 2006Sydney CbdMy first full time position in the finance sector. This role taught me how to work with processes, the importance of efficiency and how to apply theory into practice. Because I dealt with underwriters and the admin regarding insurance claims, I started to see first hand, the financial impact of personal insurance and asset protection. I also learnt how to thrive in small teams and how to achieve personal career goals.
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Distributive Services AssistantAustalian Skandia Apr 2004 - Feb 2005Sydney CbdMy first role in the finance industry. This role solidified my intrigue of the aging population issue that I studied at uni. This role enabled me to not only work in the superannuation and insurance industries, but also see in practice all those lessons I had learnt in theory and even though this role was scanning of forms and letters and processing external and internal mail, if was my first insight to an industry that helped me learn soft skills with working with people, that I still use today.
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Account ManagerAustralian Children’S Wheel Chair Society Jan 2002 - Mar 2004Sydney CbdMy Casual evening job whilst at uni was very rewarding as I chose a non for profit role that would be flexible for study. I learnt many soft skills but by far, this role showed me that I had a love for non for profits and working with children, and to seek for purpose in life. It improved my listening and telephone skills and was the first role which I had contact with electronic systems and processes outside of education.
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Restaurant ManagerPho Pasteur Parramatta Jun 1999 - Jun 2003ParramattaThis is my parent's family run business and as soon as I finished school, this is were I contributed to the family business, learnt about hospitality, customer service, staff rosters, food and hygiene standards, dealing with property managers, council regulaters, safety and hazards training, OH&S, payroll, book keeping, accounting (BAS), and the my initial journey in running a business.
Katie Pecotich Skills
Katie Pecotich Education Details
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Diploma Of Financial Planning -
Econ -
Mary Mackillop College -
Westfields Sports High School
Frequently Asked Questions about Katie Pecotich
What company does Katie Pecotich work for?
Katie Pecotich works for Rethink Investing Pty Ltd
What is Katie Pecotich's role at the current company?
Katie Pecotich's current role is Head of Marketing and Social Media.
What is Katie Pecotich's email address?
Katie Pecotich's email address is ka****@****.com.au
What is Katie Pecotich's direct phone number?
Katie Pecotich's direct phone number is +614048*****
What schools did Katie Pecotich attend?
Katie Pecotich attended Kaplan Australia, Macquarie University, Mary Mackillop College, Westfields Sports High School.
What are some of Katie Pecotich's interests?
Katie Pecotich has interest in Nutrition And Travel, Health, Children, I Have Many Passions In Life, Education, Environment, Science And Technology, Fitness, Creative Arts And Fashion, Human Rights.
What skills is Katie Pecotich known for?
Katie Pecotich has skills like Investments, Retirement Planning, Wealth, Superannuation, Wealth Management, Financial Services, Strategic Financial Planning, Finance, Financial Planning, Insurance, Portfolio Management, Financial Risk.
Who are Katie Pecotich's colleagues?
Katie Pecotich's colleagues are George Hatzimihail, Terran-Jane Humphreys, Maryjoy Galicia, Alexandra Bailey, Ma. Theresa Irene Ponce, Kevin Wang, Simon Greenfield.
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