Team

Meet Kathryn

Kathryn joined Halpin Wealth in 2022, and has more than 20 years’ experience in the financial services industry across a number of mid-tier firms in Adelaide.

Kathryn was drawn to financial planning as she loves numbers and people, so blending the two made perfect sense. Kathryn enjoys working with a variety of clients, helping them achieve financial security, and has a strong client-first philosophy.

Spending a good portion of her childhood in the country, Kathryn has a special interest in the agricultural and regional space where she has gained extensive experience working with farming families and advising them on the various financial complexities that are often associated with this sector. Kathryn is also passionate about empowering women to make sound financial decisions and enjoys bringing professional women together to provide a supportive network both professionally and personally.

When she isn’t in work mode Kathryn is busy raising two young boys and spends most weekends supporting them with their various sporting commitments. Very much a people person Kathryn places high importance on catching up with friends but is also more than happy to enjoy some downtime just relaxing with family, bike riding or walking her dog Eddie.

QUALIFICATIONS & PROFESSIONAL MEMBERSHIPS

Kathryn has achieved the following financial planning accreditations:

• Successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam;
• Graduate Diploma of Financial Planning, Kaplan Professional;
• CERTIFIED FINANCIAL PLANNER®, Financial Advice Association of Australia (FAAA);
• Diploma of Financial Planning, Deakin University; and
• Bachelor of Science (Maths and Computer Science), Adelaide University.
• 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.