Kate Price

BFinPlan

ASIC: 1299629

Kate provides sound financial advice, with a specialism in superannuation and retirement planning, Kate enjoys sharing her wealth of experience with her clients.

Joining the Blue Harbour team in 2022, Kate has completed her Bachelor of Financial Planning (CQU) and her Diploma of Financial Planning, alongside certification in Self-Managed Super Funds and Margin Lending.

A proud recipient of the FPA Women in Finance Scholarship 2022, Kate holds an impressive ability to make money work to meet her client’s needs. Building strong relationships, coupled with an ability to intuitively comprehend an individual’s money story, is characteristic of Kate’s talent in finding solutions, to meet an individual’s financial goals.

Kate Price is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190