Kathryn Humphreys, CFP®

Kathryn is a Private Client Adviser in Shadforth Financial Group’s Melbourne office. After successfully graduating with a Bachelor of Arts honours degree in French and Spanish through Bristol University in the UK, Kathryn completed the Diploma of Financial Planning through Deakin University. She became a Certified Financial Planner™ practitioner in 2005. Kathryn has worked in the finance industry for over 23 years, starting with Shadforth Financial Group (previously The Money Managers Ltd) in 2001. Over that time she has worked with wealth accumulators and specialised in helping pre-retirees and retirees develop optimal strategies for their retirement. Kathryn believes in excellent client service and maintaining long term relationships with her clients. She has strong technical skills with an extensive knowledge of markets, investments, superannuation, taxation planning, insurance, Centrelink, aged care and retirement planning and keeps her knowledge current by attending adviser briefings and technical sessions.

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