TEAM PROFILE
Katherine Boland
Financial Planner, Director and Proprietor
Kathy the eldest daughter of Colin has been with Complete Financial Planning since 2003 and been qualified as a Financial Planner since March 2004. As a mother of 2 young children, Kathy has been able to work part time and establish a successful career in financial planning as well as raising her young family.
certifications
Financial Planner, Director and Proprietor
Graduate Diploma of Financial Planning
Fellow Chartered Financial Practitioner Accredited
Adviser for Margin Lending and Geared Investments
Accredited Adviser for Self Managed Superannuation Funds
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
Associate Diploma of Business (Legal Studies)
Community involvement
State Committee Member on the Association of Financial Adviser’s (2012 – Current)
Chair of School Board of Glen Forrest PS (2017- Current)
Secretary of the Mundaring Toy Library Association (2015 – 2018)
School Banking Volunteer at Glen Forrest PS (2015 – 2018)
Vice President of Glen Forrest Community Kindy (2019)
Becoming wealthy is not a matter of how much you earn, who your parents are, or what you do… it is a matter of managing your money properly. We can guide you.