Speaker, Boutique Advisers
Katie is passionate to make a real difference to women’s financial education and has been educating women on financial literacy for over 15 years. Katie bring a unique experience to the financial planning profession, with over 20 years of personal investment experience, 5 years as a financial adviser, in addition to working as a business adviser for The Chamber of Commerce and Industry.
She has a Degree in Business (Finance), coupled with an Advanced 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 is regularly asked to speak at events, relating to women and finances and run regular workshops on this topic. She is widely published on matters relating to wealth and financial management.
Katie recently joined the 100 women Marketing committee with a focus on corporate sponsors.