Kate has over 5 years experience in the finance industry starting her career in lending in Melbourne at a boutique accountancy and mortgage broking firm. There a solid foundation of knowledge was built on complex finance deals including self managed super funds, trust and company borrowing and loans for clients with complicated investment structures.
Since moving back to Perth Kate has diversified her offerings with the option to assist in not only purchases and refinances but also commercial lending and car loans and other asset finance.
With a focus on building long term relationships with her clients Kate’s approach is toward providing a targeted finance solution based on each client’s individual immediate and long term goals. With a personal interest in property investment Kate understands the ins and outs of purchasing and refinancing and brings that experience to every interaction with her clients.