"My number one priority is to put my client’s needs first and to act with integrity, taking into account each client’s individual situation."
Catherine holds a Diploma of Business Studies (endorsed financial planning) from Massey University, is a member of the Institute of Financial Advisers (IFA) and has attained the qualification of Certified Financial Planner
CM
. She maintains a continuing education programme to ensure that she keeps up-to-date with the latest developments in investment and financial markets.
Catherine has worked in the financial industry since 2005. Born and raised in Christchurch, Catherine started in the industry in an administration role for a financial planning practice. She also completed a Bachelor of Teaching and Learning in 2001 and has lived and worked overseas for a number of years. Catherine joined Perpetual as an Investment Paraplanner in 2009 and became an Investment Adviser in 2010.
Catherine’s recent qualification and experience has given her a fresh and relevant understanding of financial markets, and gives her the competence, knowledge and skills to provide an investment advisory service.
When not at work Catherine enjoys running, going to the gym, cooking with vegetables and fruit from her garden, and catching up with friends and family.