With a background of over 20 years of experience in the financial planning industry, Cathy has been with Lifestyle Financial Planning since 2009. Cathy completed both her Diploma and Advanced Diploma of Financial Planning and is vastly experienced in the Financial Planning Industry and has developed a wealth of knowledge to ensure our advice is the most comprehensive and of the highest quality, resulting in the best outcomes for our clients. Cathy audits our advice implementations to ensure accuracy, completeness and compliance with industry regulations. Cathy also prepares the annual review documents and reports ready for client discussions.

When she is not a work, Cathy enjoys spending time with her family.