“I love learning about my client’s businesses and being able to help manage their financial and tax issues to achieve the best outcomes for them.”
Katherine’s openness and ability to listen are key attributes that help her relate to clients and their individual situations. She’s happy to explain things simply, so business owners can understand complex tax issues in terms of their practical and financial implications.
As a manager in the business advisory division with over 14 years experience in the industry, Katherine draws on a wide range of experience across many different industries.
She works with individuals, family groups and small-to-medium business clients, advising on effective tax and business structures, compliance issues, business structuring, SMSF rules and regulations, and strategic business planning.
Delivering quality work and meeting client timeframes and expectations are of utmost importance to Katherine, and she’s developed many strong client relationships as a result. She likes to help take the pressure off her clients by devising ways to automate their transaction processing and use the software functions they have available to minimise manual work.
Professional qualifications and memberships
- Bachelor of Business (Accounting and Human Resources)
- Chartered Accountant, Member of Chartered Accountants Australia and New Zealand
- [In progress] Masters of Commerce (Financial Planning)