CFP®, SSATM, BEc, MFP, Grad Dip FP

With more than 15 years’ experience across financial services, Catherine’s experience spans roles in technical services, strategic advice and business consulting as well as policy and advocacy.

Before joining the Aged Care Steps team, Catherine spent 13 years as Senior Manager – Strategic Advice for the Perpetual Private advisory team.

Her extensive experience in legislative analysis and advice advocacy gives Catherine a unique insight into the challenges faced by financial advisers enabling her to help identify and build effective, compliant advice opportunities with a strong strategic advice focus. She continues to be an active FAAA Advice Ambassador, contributing to the profession through advocacy and thought leadership.

Catherine is a CFP® and an SSATM. She holds a Master of Financial Planning, a Graduate Diploma in Financial Planning and a Bachelor of Economics and is currently completing a Diploma in Law.