Kathryn Fitch-Daniels
Certified Financial Planner at Ethinvest- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Louisa Sanghera
Kathryn is professional in every way and a total pleasure to work with in the Financial Industry. She is up to date and on the ball with her knowledge and information. I have total confidence in her and would have no hesitations in recommending Kathryn to any of my clients or friends.
LinkedIn User
Kathryn has always been an inspiration of knowledge both professionally and personally. She works very diligently and always with professionalism. Kathryn is an absolute pleasure to be around and a joy to work with.
Louisa Sanghera
Kathryn is professional in every way and a total pleasure to work with in the Financial Industry. She is up to date and on the ball with her knowledge and information. I have total confidence in her and would have no hesitations in recommending Kathryn to any of my clients or friends.
LinkedIn User
Kathryn has always been an inspiration of knowledge both professionally and personally. She works very diligently and always with professionalism. Kathryn is an absolute pleasure to be around and a joy to work with.
Louisa Sanghera
Kathryn is professional in every way and a total pleasure to work with in the Financial Industry. She is up to date and on the ball with her knowledge and information. I have total confidence in her and would have no hesitations in recommending Kathryn to any of my clients or friends.
LinkedIn User
Kathryn has always been an inspiration of knowledge both professionally and personally. She works very diligently and always with professionalism. Kathryn is an absolute pleasure to be around and a joy to work with.
Louisa Sanghera
Kathryn is professional in every way and a total pleasure to work with in the Financial Industry. She is up to date and on the ball with her knowledge and information. I have total confidence in her and would have no hesitations in recommending Kathryn to any of my clients or friends.
LinkedIn User
Kathryn has always been an inspiration of knowledge both professionally and personally. She works very diligently and always with professionalism. Kathryn is an absolute pleasure to be around and a joy to work with.
Credentials
-
Certified Financial Planner
Financial Planning AssociationJan, 2013- Nov, 2024
Experience
-
Ethinvest
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Certified Financial Planner
-
Apr 2021 - Present
-
-
-
Evalesco Financial Services
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Certified Financial Planner
-
Jun 2015 - Apr 2021
I provide customised financial advice to meet financial goals & lifestyle wealth to my clients. I focus on empowering you to make informed and intentional financial decisions so that your financial future is secure. My expertise is in providing wealth creation and protection advice for my clients, who range from ‘Generation X & Y’ to self-funded retirees. I have a financial planning focus on tax effective, personalised advice for clients ranging from business owners & professionals to self managed super funds. My areas of advice include superannuation, insurance, estate planning, investment portfolio construction, gearing and retirement planning. I pride myself on strong relationships with other professionals, giving my clients a complete financial solution with access to a network of specialists offering advice in areas such as accounting, tax, law, estate planning and property buying services. Specialties: Areas of financial planning advice include superannuation, insurance, estate planning, taxation planning, self managed super funds, investment portfolio construction including ethical investments and direct shares, budgeting & cash flow, gearing and retirement planning.
-
-
-
Leapfrog LIFE
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Certified Financial Planner
-
Jul 2014 - Apr 2015
Providing customised financial advice to meet financial goals & lifestyle wealth to my clients Providing customised financial advice to meet financial goals & lifestyle wealth to my clients
-
-
-
PSK Private Wealth
-
Australia
-
Financial Services
-
100 - 200 Employee
-
Certified Financial Planner
-
Oct 2011 - Jul 2014
Providing customised financial advice to meet financial goals & lifestyle wealth to my clients Providing customised financial advice to meet financial goals & lifestyle wealth to my clients
-
-
-
-
Financial Planner
-
Aug 2004 - Sep 2011
Financial Planner Paraplanner Jul 2005 – Jul 2007 Senior Paraplanner Jul 2007 – Sept 2011 Practice & Compliance manager Aug 2004 – Sept 2011 Marketing Aug 2004 – Sept 2011 Administration Aug 2004 – Oct 2008 Financial Planner Paraplanner Jul 2005 – Jul 2007 Senior Paraplanner Jul 2007 – Sept 2011 Practice & Compliance manager Aug 2004 – Sept 2011 Marketing Aug 2004 – Sept 2011 Administration Aug 2004 – Oct 2008
-
-
Education
-
2020 - 2021
Western Sydney University
Graduate Diploma of Financial Planning, Financial Planning and Services -
2010 - 2012
Deakin University
Certified Financial Planner, Financial Planning and Services -
1999 - 2001
University of Western Sydney
B Com, Marketing -
2007 - 2008
ThreeSixty
Advanced Diploma Financial Services (Financial Planning), Financial Planning and Services -
2005 - 2006
Kaplan
Diploma Financial Services (Financial Planning), Financial Planning and Services -
1993 - 1998
Baulkham Hills High
Higher School Certificate -
2017 - 2017
Kaplan Professional
Certificate IV Finance & Mortgage Broking, Finance & Mortgage Broking
Community
