Kathryn Price profile photo

Kathryn Price

PLM Financial Group

Silver
6 Yrs Experience
Boronia, VIC 3155

My journey into financial planning started in the Compliance and Technical Services team as a Business Analyst at AMP. Whilst there I completed my Graduate Diploma in Business Management at Monash and my Diploma in Financial Services and was drawn to financial planning, where I experienced the importance of financial planners providing peace of mind and helping clients reach their financial goals. I hold a Graduate Diploma in Financial Planning, and I am an Advice Practitioner with the Financial Advice Association Australia.

My Aged Care specialisation began when a close family member of mine required care. This first hand experience of having to navigate the complexities of the aged care system whilst dealing with the emotional pressure was difficult. It was then that I understood the real need for support and guidance for others, to help navigate the aged care system and relieve the burden and any financial worry. It's hard enough just to make the decision that your family member can no longer manage at home, the home they have loved for possibly many years.

I am an Aged Care Specialist with the Financial Advice Association of Australia and an Accredited Aged Care Professional with Aged Care Steps. I look forward to meeting with you.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Diploma of Business
  • Language spoken
    • English

PLM Financial Group

Unit 1, 89 Boronia Rd
Boronia, VIC 3155

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221