Katrina Wroe
Partner at Findex- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Sydney Area, AU
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Experience
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Findex
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Australia
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Financial Services
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700 & Above Employee
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Partner
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Mar 2014 - Present
Providing specialist financial planning advice to a select portfolio of high net worth families and individuals. Providing specialist financial planning advice to a select portfolio of high net worth families and individuals.
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Centric
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Australia
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Financial Services
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1 - 100 Employee
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Partner
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Oct 2005 - Feb 2014
Provided specialist financial planning advice to a select portfolio of high net worth families and individuals. Provided specialist financial planning advice to a select portfolio of high net worth families and individuals.
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Senior Financial Planner
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May 1996 - Oct 2005
Provided independent financial planning advice to high net worth families and individuals. Provided independent financial planning advice to high net worth families and individuals.
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Funds Administrator / Business Analyst
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Feb 1983 - May 1996
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Education
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2004 - 2006
RMIT University
Master of Financial Planning, Financial Planning -
1996 - 1998
Securities Institute of Australia
Diploma of Financial Markets, Financial Markets -
1995 - 1996
RMIT University
Diploma of Financial Planning, Financial Planning
Community
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