Kathy is an Authorised Representative of Pinn Deavin Securities Pty Ltd (PDS) and its alliance partner, ANM Securities Pty Ltd. Kathy has been with PDS since 2007 and provides holistic financial advice including all applicable areas of investment, superannuation, insurance and wealth accumulation strategies.
In early 2013 Kathy was accepted as a Premium Financial Adviser with the AIOFP (Association of Independently Owned Financial Professionals). Kathy is proud to be able to provide an independent opinion on financial planning alternatives to clients and the Premium Financial Adviser status reflects that.
Kathy has an interest in helping people fulfill long term plans to achieve financial security. She also takes pleasure in watching those clients who are now able to enjoy the fruits of their labours take time off for the next holiday, or simply be able to step back and spend more time with the family.
Kathy is accredited to assist with direct share investment in the ASX as well as exchange traded funds (ETFs), managed funds, tax paid insurance bonds, fixed interest and various cash options..
Kathy is also able to assist with reviewing the opportunities and pitfalls of a self managed superannuation fund (SMSF) including pension strategies and their ability to both reduce tax and provide more income to live off in retirement.