Client Relationship Manager
Qualifications: Diploma in Financial Planning and SMSF, Bachelor of Business, Master of Teaching
Hello, I’m Katie – Client Relationship Manager at Navwealth.
I have had the privilege of being in this role for over 10 years. I have extensive experience in the Financial Services industry, predominately in large corporate organisations where I managed administration teams and a portfolio of high-net-worth clients.
I have a Diploma in Financial Planning and SMSF, a Bachelor of Business and a Master of Teaching.
With my determination, high attention to detail and approachability, I ensure that our clients are provided with seamless support. I love interacting with our clients, and my goal each day is to make our clients’ lives a little easier, enabling them to focus on the things that are most important to them.
In my personal time, you will most likely find me out with friends or spending time with my family. To recharge and re-energise, I enjoy swimming and snorkelling around Fairy Bower and Shelly Beach. I also love the sunrise and enjoy the serenity of Balmoral Beach in the morning.