Katerina brings more than 30 years of experience across wealth creation and financial management, working with both individuals and corporate clients across most facets of financial planning. She is dedicated to delivering service that is genuinely exceptional: not just technically strong but personal, proactive and tailored to each client’s situation.

A committed professional, Katerina is a regular attendee at technical seminars and industry conferences, continually building her expertise to ensure her advice stays fresh, sharp and contemporary. She also shares what she learns with colleagues, contributing to the broader quality of advice across the team.

Katerina is a well-known figure in the Gold Coast business community, with deep involvement in Rotary: a two-time past president and multiple recipient of the prestigious Paul Harris Fellow award. She currently co-chairs the Gold Coast Botanical Bazaar. A few years ago she also hosted Money Matters, a talkback radio show that aired nationally on the Southern Cross Austereo network, reaching over a quarter of a million listeners every Sunday morning.