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

Building a Financial Plan When You’re Self-Employed

When you work for someone else, a fair amount of your financial safety net gets built in without you having...

Downsizing in Retirement: More Than a Money Decision

The Financial (and Emotional) Side of Selling the Family Home Ask most people about downsizing in retirement and the conversation...

Estate Planning Isn’t Just a Will: What Cairns Families Often Overlook

If you’ve ticked “get a will sorted” off your to-do list, it’s fair to feel like your estate planning is...

Retirement at 65? Here’s What You Need to Know

If you think 65 is the magic number for retirement, you’re not alone. It’s one of the most common assumptions...

Federal Budget Tax Changes Prompt Estate Planning Rethink for Australian Families 

Your Will might be doing less work than you think. Financial freedom means something different to everyone — for some...

Market Update | July 2026

Looking Beyond the Headlines If the first six months of 2026 have taught investors anything, it’s that markets can perform...