CATHERINE WELLS


Principal & Financial Adviser

 

Catherine Wells

FINANCIAL ADVISER & DIRECTOR

Cat has had over 10 years experience working in the Financial Planning industry. As a certified Financial Planner she is qualified to provide advice in the following areas:

• Financial Planning • Superannuation • Self Managed Super Funds • Retirement Planning (including Aged Care) • Risk Insurance • Margin Lending • Direct Equities • Taxation Planning • Estate Planning • Managed Investments

A career that has taken her from Brisbane to Adelaide has seen Cat experience all factors of the advice process. From her beginnings in administration support, to paraplanning, advising and now also being the director of Plansure Solutions, her varied experience allows her to approach her clients with a unique level of understanding.

Cat is highly dedicated to providing the best advice to her clients. She is highly passionate about the industry and loves continuously building her knowledge and education.

The “Get To Know You” mini Q & A:

Favourite dinner – Thai foood
Favourite TV show – Sex and the City
Favourite movie – Bridesmaids
Favourite holiday destination – Bali. It’s a paradise!
Favourite item of clothing – What?! Only one?? Shoes!
Three words that describe you – Energetic, passionate, spontaneous
What did you want to be as a child – An actress