Kate Haris

Kate’s passion for helping others translates into the trusting relationships she holds with her clients.

Kate values building and maintaining strong relationships with her clients to allow them to work together in order to achieve their financial goals. Kate’s dedication and enthusiasm for the role originates from its variety and ability to build relationships with a wide range of clients such as individuals, families, small businesses, associations, and pro-bono clients. Kate has experience in providing advice to clients at all stages of life, whether it be wealth accumulators, retirees or those looking to transfer wealth across generations.

Kate holds a Bachelor of Business (Economics and Finance) and graduated with distinction before completing postgraduate studies in financial planning and has been a valued member of the wealth
management team since 2019.

Kate has a passion for financial education, particularly regarding the financial literacy of women, and for the world of ethically responsible investing. These interests have allowed Kate to give back to the local community, from involvement with charities to working with local schools on the financial education of their students.