Katherine is an executive and senior investment product specialist with over 25 years experience in the investment and financial services industry. Her experience covers investment product strategy, product development, asset consulting, funds management, financial advice, risk management, insurance, superannuation, taxation, marketing, operations and project management.
Katherine currently provides investment product consulting services to wholesale clients, specifically institutions, managed funds and industry superannuation funds. Client include AMP Capital, Perpetual, First State Super, and Calnan Flack. Prior to consulting, Katherine was the General Manager of Investment Product at Ibbotson Associates Australia (now Morningstar Investment Management Australia).
Diploma in Financial Services (Financial Planning), Kaplan
Masters of Business Administration, Australian Graduate School of Management
Masters of Taxation, University of Sydney
Chartered Accountant, Institute of Chartered Accountants Australia & New Zealand
Bachelor of Commerce (Accounting), University of New South Wales