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Cath (AKA as Cathy or Catherine) joined the Planwell team in 2017, decreasing the average height within the business but, more importantly, adding to the experience of the team.
Cath has been a Certified Financial Planner ® since 2010 and advises on superannuation, investment, pre-retirement planning, retirement planning and Aged Care. Her focus is on working through what clients want to achieve, and assisting them through the various stages. She loves the challenge of meeting new clients and putting her financial planning expertise to good use.
Outside of work, Cath spends time with family and friends and enjoys yoga, line dancing and walking on the beach. She’s a tea drinker (green thanks!) and hopes to do some longer walks in the future, to see more of the world, while keeping fit.