Kate De Zoysa
Over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence.
Areas of focus
- Wealth creation
- Retirement planning
- Simplifying complex financial decisions
- Tailored long-term strategy
About Kate
Kate brings over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence.
This breadth of experience has allowed her to support clients through a wide range of financial situations, while adapting to evolving markets and regulatory changes.
She is passionate about simplifying complex financial decisions and delivering tailored strategies that align with each client's goals, values and long-term financial success.
What drives Kate most is making a meaningful difference in people's lives through informed, thoughtful advice.
Qualifications
- ✓Master of Financial Planning
- ✓Diploma of Financial Planning (RG146)
- ✓Bachelor of Commerce (Economics and Finance)
- ✓Member, Association of Independently Owned Financial Professionals
Meet the rest of the team
James Meehan
An experienced financial services professional, previously with J.P. Morgan, Macquarie, BT and Ord Minnett, who moved into financial advice in 2018.
Maria Gracia Cevallos
Holds an MBA and brings business management and client services experience, coordinating documentation and supporting delivery of client strategies.
Hazel Nguyen
Holds a Bachelor's degree in Auditing and brings experience across auditing and accounting, supporting administration and process coordination.