Kathryn Fitch-Daniels

Ethinvest Pty Ltd

Platinum

16 Yrs Experience

Sydney, NSW 2000

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Kathryn is a senior financial adviser who joined Ethinvest in 2021. She is a Certified Financial Planner and RIAA Certified Responsible Investment Adviser with almost 20 years of experience in the financial planning industry. With almost two decades of experience in comprehensive financial planning, Kathryn helps clients manage their SMSFs, trusts, wealth creation and retirement planning. She's passionate about helping clients achieve their financial goals through ethically constructed portfolios that align with their values.

Kathryn has a Bachelor of Commerce and completed post-graduate studies in 2021 where she was awarded the WSU Dean's Medal for the Graduate Diploma of Financial Planning. In 2022, Kathryn was appointed to the board of the Ethical Adviser’s Co-op and currently serves as its Treasurer.

Outside of work, Kathryn is passionate about gender equality and strongly opposes poker machines. She also has a particular fondness for frogs. In her spare time, she enjoys watching live sports with her husband, trying new restaurants in Newtown, cultivating her balcony garden, and walking her first-ever dog, a toy Cavoodle named Pickles.

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

Advice document fee starts from $3,300.

4.75 December 2024

I would unreservedly recommend Kathryn for her integrity and competence as a financial adviser. I trust her decisions and also in the advice of Ethinvest, the company for which she works. She has been a wonderful support for me and my family through the long illness of my partner, assisting us with income support and aged care issues. We have greatly appreciated her excellent assistance and kindness for us and wish her the very best for the future.

5.00 November 2024

Kathryn is a delightful young lady with excellent communication skills & a wealth of knowledge to go with it. She's also extremely patient, taking great pains to ensure this elderly client understands what's happening & why. Kathryn's assistance in dealing with Centrelink is fundamental to my circumstances, as is her knowledge & management of my SMSF. I highly recommend her, especially to senior citizens, to give them the peace of mind they need at this stage of their lives.

5.00 November 2024

Kathryn's communication, knowledge and my understanding of her experience are all excellent.

I have complete trust in Kathryn's guidance with my investments.

Kathryn has explained every step really well and seemingly thoroughly. She has really helped me to have "financial peace of mind".

I would have no hesitation in referring family and friends to her, should they've seeking such advice and assistance.

5.00 November 2024

I have complete trust in Katherine’s guidance with my investments. Every step has been explained and actioned. I have financial peace of mind.

5.00 November 2024

Our family has sought Kathryn's advice on all matters financial relating to ethical investments over the last 10 years. Kathryn is professional, knowledgeable and has helped us maximise our share portfolio and other assets during this time. At the same time, we found Kathryn to be friendly and quick to return emails and calls. We would definitely recommend Kathryn and Ethinvest to anyone seeking sound financial advice that is ethical and aims to help our environment and future generations.

Adviser status Platinum
Rating 4.97
Number of reviews 17
First year providing advice 2008
Years of experience 16
Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English