Associate, Financial Advisor & SMSF Specialist Advisor™
MFinPlan, AFP®

Katrina joined the Phillipsons team in 2006 and has grown through many roles over the years. She is one of our senior financial planners and an Associate of the firm.

Katrina recently completed her Masters degree in Financial Planning; she is an AFP(R) member of the Financial Planning Association of Australia and an accredited SMSF specialist advisor with the SMSF Association. 

Katrina is dedicated to assisting clients successfully navigate through all of life’s important transitions with tailored personal advice to hep them stay on track and achieve the lifestyle they desire. She is passionate about helping clients develop a plan …. ‘stay the course’ – reach their goals and maintain financial wellbeing with professional advice, education, support and behavioural management 

When Katrina is not working with her clients or the Financial Planning team she enjoys peaceful dinners with her husband and two sons, loud music, listening to Podcasts, watching Netflix, walking in Nature and endless cups of tea with family and friends