Katherine Lowe Email
Financial Services Consultant @ NAB
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Katherine Lowe Location
- Sydney, NSW, AU
Katherine Lowe Work
- 2024 -now Financial Services Consultant @
- 2022 -2023 Senior Manager - Wealth Management @
- 2020 -2022 Senior Manager - Front Office Risk | Private Wealth Advisory @
- 2017 -2020 Senior Financial Adviser and Advice Manager @
- 2011 -2017 Private Wealth Adviser and Advice Specialist @
- 2010 -2011 Associate Financial Adviser - Strategic Financial Planning @
- 2008 -2010 Consultant - Tax and Accounting Services | Private Clients @
- 2006 -2008 Corporate Tax Consultant @
Katherine Lowe Education
- Kaplan Professional
FASEA Qualified (Ethics and Professionalism in Financial Advice)
2019-2019 - Financial Planning Associatio
CFP® Certification Program
2012-2015 - Kaplan Professional
Margin Lending and Geared Investments
2012-2012 - Kaplan Professional
Self Managed Superannuation Funds (SMSF)
2012-2012 - Kaplan Professional
Graduate Diploma of Financial Planning
2010-2011 - Chartered Accountants Australia and New Zealand
Graduate Diploma of Chartered Accounting (CA)
2007-2010 - The Australian National University
Bachelor of Commerce (B.Com.), Accounting and Finance (Accounting and Finance)
2003-2005
Katherine Lowe Skills
- Income Tax
- Investment Strategies
- Wealth
- Managerial Finance
- Operational Excellence
- Strategic Financial Planning
- Portfolio Management
- Investment Management
- Financial Reporting
- Financial Services
- Microsoft Excel
- Corporate Finance
- Asset Allocation
- Banking
- Financial Planning
- Investments
- Financial Accounting
- Financial Advisory
- High Net Worth Individuals
- Finance
- Tax
- Financial Modeling
- Fpa
- Wealth Management
- Corporate Tax
- Retirement Planning
- Risk Management
- Cash Flow
- Financial Analysis
- Budgets
- Accounting
- Retail
- Superannuation
- Stakeholder Management
- Financial Structuring
Katherine Lowe Summary
- Katherine Lowe, based in Sydney, NSW, AU, is currently a Financial Services Consultant at NAB. Katherine Lowe brings experience from previous roles at Koda Capital, Crestone Wealth Management, WILSONS and Macquarie Group. Katherine Lowe holds a 2019 - 2019 FASEA Qualified in Ethics and Professionalism in Financial Advice @ Kaplan Professional. With a robust skill set that includes Income Tax, Investment Strategies, Wealth, Managerial Finance, Operational Excellence and more. Katherine Lowe has 2 emails on RocketReach.
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