Our People

Kathryn Mackenzie

Client Service Officer

With over 12 years of experience in private banking, Kathryn brings extensive knowledge in managing complex financial strategies and building lasting client relationships. In her previous role, she has worked closely with advisers, risk specialists, and estate planning professionals to deliver tailored solutions across investments, superannuation, lending, and wealth management. Known for her professionalism, attention to detail, and commitment to client success, Kathryn takes a proactive approach to helping clients achieve their financial goals with confidence. Outside of work, she enjoys travel, yoga, pilates, and spending time outdoors with family and friends.

Our Team

Meet the Team

Get to know the professionals who will guide you every step of the way in securing your financial future.

Shared Insights

Would you accept your own salary if someone else offered it to you?

Why Business Owners Should Pay Themselves Properly There’s a conversation that comes up again and again with business owners, and...

‘$1 a Day’ The Flawed Logic Behind Your Insurance Company

The Dollar a Day Trap Leaving Super Members Underinsured There’s a quiet problem sitting inside millions of Australians’ superannuation accounts,...

“My business is my retirement plan.” — Sound familiar?

Your Business Is Not Your Retirement Plan You’ve spent years building your business. Long hours, hard decisions, real sacrifice. And...

The Div 7A Trap Catching Business Owners Off Guard

For many business owners, taking money from their company can seem straightforward. After all, it’s your business, you’ve worked hard...

Building Teams, Clinics and Community – With Tom Maher

What does it take to grow a small physiotherapy practice into one of North Queensland’s leading allied health businesses? On...

The Hidden Volatility of the Property Market

Why Property Feels Safer Than Shares There’s a common refrain you’ll hear at dinner parties and family gatherings: “Property never...