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 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...

Inheritance and Tax in Australia: What Families Need to Know

When a loved one passes away, managing their estate can quickly become complicated, especially when questions about tax arise. Many...

Forget a Magic Number, Do This Instead!

“I need a million dollars to retire.” I hear this at least once a week. Sometimes more. And every time,...

The Fear of Running Out of Money in Retirement

Why the First Few Years of Retirement Matter More Than You Think When most people think about retirement planning, the...

Is Your Business Actually Sellable Without You?

__________ When most business owners think about succession planning, they picture a single moment: the day they sell their business...