Kate Downey
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Position: Private
Wealth Adviser Office: Melbourne Email: This e-mail address is being protected from spambots. You need JavaScript enabled to view it Kate joined Garnaut Private Wealth in April 2005 following 4 years of service with a "Big 4" international business services firm where she worked as part of the Personal Financial Services team. In this role, Kate was exposed to tax compliance, accounting, structural and consulting issues for their high net worth individual client base. Kate is highly specialised in taxation, entity structures, superannuation and self managed superannuation funds and is now transitioning this knowledge to her current role in the financial services industry. Kate is a qualified accountant and financial planner and is responsible for the preparation of financial plans, investment strategy formulation and taxation and structural advice for our high net worth client base. |
