Catherine James CFP

Profile Image
Company Plansure
Title Financial Strategist & Director
Profession Financial Planner
Address 1 Hughes St UNLEY SA 5061
Email [email protected]
Phone 1300 752 678

Summary

Cat has had over 15 years experience working in the Financial Planning industry. As a Certified Financial Planner and SMSF Specialist Advisor™️ she is qualified to provide advice in the following areas:
• Financial Planning • Superannuation • Self Managed Super Funds • Retirement Planning (including Aged Care) • Risk Insurance • Margin Lending • Direct Equities • Taxation Planning • Estate Planning • Managed Investments

A career that has taken her from Brisbane to Adelaide has seen Cat experience all factors of the advice process. From her early beginnings in administration support, advancing to paraplanning, advising and finally becoming the director of Plansure, her varied experience allows her to approach her clients with a unique level of understanding.

Cat is highly dedicated to providing the best advice to her clients. She is passionate about the industry and loves continuously building her knowledge and education.