Kate Smith's Location
Sydney, New South Wales, Australia
Kate Smith's Work
- Senior Advisor @ Perpetual Limited
- Associate Advisor @ Perpetual Limited
- Paraplanner @ Perpetual Limited
- Assistant Financial Advisor @ Mercer
Kate Smith's Education
- Kaplan
Advanced Diploma of Financial Services (Financial Planning)
2010 - 2011 - Griffith University
Bachelor of Commerce (BCom) ( Applied Finance)
2005 - 2008
Kate Smith's Skills
- Superannuation
- Wealth Management
- Pensions
- Investments
- Strategic Financial Planning
- Retirement
- Income Protection
- Portfolio Management
- Investment Strategies
- Insurance
Kate Smith's Summary
Kate Smith, based in Sydney, New South Wales, Australia, is currently a Senior Advisor at Perpetual Limited, bringing experience from previous roles at Perpetual Limited and Mercer. Kate Smith holds a 2010 - 2011 Advanced Diploma of Financial Services (Financial Planning) @ Kaplan. With a robust skill set that includes Superannuation, Wealth Management, Pensions, Investments, Strategic Financial Planning and more, Kate Smith contributes valuable insights to the industry. Kate Smith has 2 emails on RocketReach.
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