Katie McDonald AFP®, BBus (Fin), ADFS (FP) brings a unique experience to financial planning and Boutique Advisers with over 20 years of personal investment experience, 5 years as a business owner working specifically with women and financial literacy, in addition to working as a business adviser for The Chamber of Commerce.
With a Degree in Business (Finance), coupled with an Advance Diploma in Financial Planning. Katie is also in the process of complimenting my extensive professional education by gaining my CFP (Certified Financial Planner) Certification.
Katie has a strong focus on strategic financial advice, using a comprehensive range of investment mediums tailored to suit my clients’ situation. She is an effective communicator and influencer at all levels enabling clients to achieve their personal financial objectives.
Katie is driven by educating people, in particular those who have possibly focused on non-financial pursuits. She get the greatest reward helping women build their confidence when dealing with personal finances. Secondly, using my extensive business experience to assist small business owners manage their future financial well being.
Podcast – an interview with Annemarie Cross
Take Control of Your Financial Future