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Kathy Hope
Financial Planner at Johnston Grocke
Experienced financial planner and business analyst with expertise in portfolio management and change management.
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Location
Greater Adelaide Area, AU
Skills
- Change Management
- Risk Management
- Business Analysis
- Customer Service
- Microsoft Office
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Bio
Generated by
Topline AI
Kathy Hope is a seasoned financial professional with 19+ years of experience in financial planning, portfolio management, and business analysis. She holds a Master's Degree in Financial Planning and an MBA from reputable institutions. Kathy has worked as a Financial Planner, Paraplanner, and Financial Planning Assistant, providing expertise in change management, risk management, and customer service.
Experience
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Australia
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Financial Services
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1 - 100 Employee
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Financial Planner
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Feb 2020 - Present
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Paraplanner
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Aug 2018 - Present
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Paraplanner/Client Services
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Jul 2017 - Aug 2018
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Client Services
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Jun 2016 - Jun 2017
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Financial Planning Assistant
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Oct 2015 - Jun 2016
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Student
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Mar 2015 - Jun 2016
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Administration
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Jan 1996 - Sep 2015
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Education
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2017 - 2019University of Adelaide
Graduate Certificate in Self Managed Super Funds, SMSF -
2016 - 2017
Kaplan Professional
Master’s Degree, Financial Planning -
2015 - 2016
Flinders University
Master of Business Administration (M.B.A.), General -
2010 - 2014
RMIT University
Bachelor's Degree, Financial Planning and Services
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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