With over 10 years of experience in the financial planning industry, including several years in London’s fast-paced finance sector, Catherine brings a wealth of expertise and a client-centred approach to her role as Senior Client Services Associate at EW&L. Her career includes leading high-performing teams of client service professionals, where she has been recognised for her collaborative leadership style and her ability to drive service excellence.

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Catherine is deeply committed to building strong, long-term relationships with clients. She believes in trust and clear communication form the foundation of effective financial advice, and she takes pride in supporting clients with care, clarity, and professionalism.

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Her technical expertise spans a broad range of financial structures, including Self-Managed Super Funds and corporate arrangements. This diverse background enables her to assist clients with confidence and provide well-rounded support across various stages of their financial journey.

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Catherine currently holds a Diploma of Financial Planning and continues to pursue professional development to strengthen her capabilities and deepen her industry knowledge. She is passionate about helping clients navigate financial decisions with confidence and ensuring they feel supported every step of the way.