Kate Schultz
Financial Adviser at Finsec Partners Pty Ltd
Based in Adelaide, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Adelaide
Industry
Financial Services
Company size
33
Contact information
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k•••••••@finsecpartners.com.au
Phone
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Background
About Kate Schultz
I am a Certified Financial Planner® with over 20 years experience in the financial services profession. Initially working in administration and customer service, I progressed into a Financial Planning role in 2001. I became an accredited SMSF Specialist Advisor™ in 2014. I thoroughly enjoy developing relationships with my clients, communicating in terms they will understand, to assist them put in place financial strategies that will improve their lifestyle and help reach their financial goals. Outside of work, my major interests include spending time with family and socialising with friends. I am a keen runner and enjoy competing in local and corporate sporting competitions.
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