Katherine Spitzkowsky CFP
Ambassador at Ladies Finance Club- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Tia Kelly
Since beginning my financial planning journey with Katherine, she has been understanding and supportive in ensuring I have the necessary information to make informed decisions about my future financial goals, while also creating a comfortable space for open conversation. I would highly recommend her to anyone that is seeking financial guidance on wealth creation.
Jessica Ricci
Katherine is a dedicated and caring adviser. She personally has managed my finances and provided invaluable insight into my future wealth creation. Additionally I have seen Katherine handle delicate situations with her clients with the utmost respect and integrity, I would not hesitate to recommend her as both an employee and an adviser.
Tia Kelly
Since beginning my financial planning journey with Katherine, she has been understanding and supportive in ensuring I have the necessary information to make informed decisions about my future financial goals, while also creating a comfortable space for open conversation. I would highly recommend her to anyone that is seeking financial guidance on wealth creation.
Jessica Ricci
Katherine is a dedicated and caring adviser. She personally has managed my finances and provided invaluable insight into my future wealth creation. Additionally I have seen Katherine handle delicate situations with her clients with the utmost respect and integrity, I would not hesitate to recommend her as both an employee and an adviser.
Tia Kelly
Since beginning my financial planning journey with Katherine, she has been understanding and supportive in ensuring I have the necessary information to make informed decisions about my future financial goals, while also creating a comfortable space for open conversation. I would highly recommend her to anyone that is seeking financial guidance on wealth creation.
Jessica Ricci
Katherine is a dedicated and caring adviser. She personally has managed my finances and provided invaluable insight into my future wealth creation. Additionally I have seen Katherine handle delicate situations with her clients with the utmost respect and integrity, I would not hesitate to recommend her as both an employee and an adviser.
Tia Kelly
Since beginning my financial planning journey with Katherine, she has been understanding and supportive in ensuring I have the necessary information to make informed decisions about my future financial goals, while also creating a comfortable space for open conversation. I would highly recommend her to anyone that is seeking financial guidance on wealth creation.
Jessica Ricci
Katherine is a dedicated and caring adviser. She personally has managed my finances and provided invaluable insight into my future wealth creation. Additionally I have seen Katherine handle delicate situations with her clients with the utmost respect and integrity, I would not hesitate to recommend her as both an employee and an adviser.
Experience
-
Ladies Finance Club
-
Australia
-
Education Administration Programs
-
1 - 100 Employee
-
Ambassador
-
Jun 2023 - Present
-
-
-
Rising Tide Financial
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Financial Adviser
-
Jan 2022 - Present
-
-
-
Zella
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Financial Adviser
-
Jun 2021 - Dec 2021
-
-
-
Australian Unity Wealth
-
Australia
-
Investment Management
-
100 - 200 Employee
-
Financial Adviser
-
Mar 2020 - Jun 2021
Working closely with clients to reach their financial goals, build financial literacy and bring more choice into their life. Providing tailored, personal financial advice that is easy to understand and putting people on the path to financial freedom, whatever that means to them. Working closely with clients to reach their financial goals, build financial literacy and bring more choice into their life. Providing tailored, personal financial advice that is easy to understand and putting people on the path to financial freedom, whatever that means to them.
-
-
-
Green Associates Financial Planners
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Apr 2019 - Mar 2020
Working with clients to make the most of their financial position and live comfortably. Providing personal financial advice that is straight forward and easy to understand. Member of the investment committee, analysing investments and building portfolios for clients. Working with clients to make the most of their financial position and live comfortably. Providing personal financial advice that is straight forward and easy to understand. Member of the investment committee, analysing investments and building portfolios for clients.
-
-
-
Deep Wealth
-
Australia
-
Financial Services
-
Paraplanner
-
Jun 2016 - Apr 2019
I moved to a young business in a time of growth. Working closely with the founder and adviser, I established processes, wrote the advice documents, managed implementation and review processes and attended all client meetings. I learnt a lot about the behind the scenes workings of a financial planning business and the breadth of my technical knowledge expanded due to the realities of working in a business during its growth period. I became an authorised representative and began to assist with the presentation of advice and also managed the cash flow program offered to clients, strengthening my communication skills. Working closely with BDMs from product providers, I built my industry network. Show less
-
-
-
-
Finance Officer
-
Jun 2010 - Jun 2016
-
-
Education
-
2012 - 2016
RMIT University
Bachelor's Degree, Business (Financial Planning) -
2016 - 2019
Financial Planning Association of Australia
Certified Financial Planner, Financial Planning and Services
Community
