Senior Financial Planner & Director
Specialty: Advice to Women, Families with Disabilities and Not for Profits
Qualifications: Certified Financial Planner (FPA), Self Managed Superannuation Specialist, Master of Entrepreneurship & Innovation (Swinburne University), Graduate Australian Institute of Company Directors.
Experience: Over 20 years in Financial Services. Established Catalyst in July 2008.
Hobbies/Interests: Kindred Spirits Foundation (Director), currently President of Bulleen Heights Specialist School (Autism), Camping and the Australian outback.
Specialty: Client Services & Office Manager
Qualifications: Advanced Diploma of Financial Services
Experience: 24 years in Financial Services, ten of which directly associated with Financial Planning. Joined Catalyst in August 2016.
Hobbies/Interests: Motorbike riding, gardening & bushwalking.
Specialty: Office Administration & Client Services
Experience: 28 years banking & administration. Joined Catalyst in September 2011.
Hobbies/Interests: Holidays, family & reading.
Kindred Spirits Foundation (KSF) was established in 2008 with the motto “empowering people and communities; a helping hand up not just a hand out.” Kathy Havers is a Director of KSF and Catalyst Financial Group provide pro bono advice and support to KSF and the communities and individuals they assist on an ongoing basis.
JPR Business Group
Based in the same office in Camberwell, Catalyst Financial Group have a joint venture arrangement to assist clients of JPR Business Group with their financial planning needs. Likewise, Catalyst Financial Group outsources accounting and taxation work for its clients to JPR.
Based in Surrey Hills Margaret Duncan of Duncan Legal specialises in Estate Planning. Margaret provides a friendly but knowledgeable service to Catalyst clients in this key area of advice.
Estate Planning Equation
Catalyst Financial Group is happy to refer clients to Allan Swan of Estate Planning Equation for complex Legal and Structuring advice. Allan Swan has been providing advice to Catalyst clients for more than 10 years – especially in the area of complex Estate Planning. At Catalyst we also support Estate Planning Equation clients with financial planning advice – in particular those with inheritances or families with special needs.
Catalyst Financial Group have a joint venture to refer clients who require lending and finance restructuring to Finance Path. Likewise we assist clients of FinancePath with financial planning when appropriate.