Team

Kathryn Liebezeit

Financial Adviser

BSc, DipFP, CFP®, GradDipFinPlan
Adelaide Office

Meet Kathryn

Kathryn joined Halpin Wealth in 2022, bringing over 25 years of experience in the financial services industry across several mid-tier firms in Adelaide. Throughout her career, Kathryn has developed a reputation for providing expert financial advice with a client-first approach, tailoring strategies to help her clients achieve financial security and peace of mind.

Kathryn’s passion for financial planning stems from her love of numbers and her innate ability to connect with people. This combination has allowed her to excel in building strong, trusted relationships with her clients. She works with a diverse range of individuals, including farming families navigating complex financial landscapes and professional women seeking empowerment in financial decision-making. Kathryn is particularly experienced in the agricultural and regional sectors, helping clients address the unique financial challenges often associated with these industries.

Kathryn is also a strong advocate for fostering supportive networks among professional women, bringing together groups to share experiences and provide mutual encouragement, both professionally and personally.

When not advising clients, Kathryn enjoys spending time with her two young boys, cheering them on at their sporting events, and catching up with friends. She also finds joy in bike riding, walking her dog Eddie, and taking time to relax with her family. A true people person, Kathryn values the balance between her professional dedication and personal connections.

Feel free to connect to explore how Kathryn can support your financial goals.

EXPERTISE

  • Strategic Financial Planning
  • Wealth Management and Growth Strategies
  • Retirement Planning and Superannuation Advice
  • Estate Planning and Intergenerational Wealth Transfer
  • Risk Management and Insurance Solutions
  • Financial Planning for Agricultural and Regional Families
  • Empowering Women in Financial Decision-Making
  • Tailored Financial Advice for Complex Client Needs

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

  • Bachelor of Science (Maths and Computer Science), University of Adelaide
  • Diploma of Financial Planning, Deakin University
  • Graduate Diploma of Financial Planning, Kaplan
  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Financial Adviser Standards and Ethics Authority (FASEA) Accredited
  • Member of the Financial Advice Association of Australia (FAAA)

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned outside the US by the Financial Planning Standards Board Ltd (FPSB). Financial Advice Association of Australia Limited (FAAA) is the marks licensing authority for the CFP marks in Australia, through agreement with the FPSB.