The Financial Planning Association of Australia The Financial Planning Association of Australia

Catherine Allen, CFP®


Name Catherine Allen, CFP®
Company Fennell West
Address 255 Moorabool Street
Geelong, VIC 3220
Website http://fennellwest.com.au/

Catherine has over 25 years experience in the business and financial services industry and is a Certified Practicing Accountant with a Specialisation in Financial Planning, and a Certified Financial Planner.

Working initially as an accountant in business services before transitioning to financial planning twelve years ago, Catherine uses her experience in taxation and business services to ensure each client receives sound financial advice tailored to their individual needs.

With an approachable and friendly manner, Catherine enjoys getting to know her clients on more than just a financial level. She has the ability to simplify complex issues, taking the time to talk through any concerns whilst maintaining an absolute focus on achieving the best possible results for her clients.

If you're looking for a financial planner willing to go the extra mile for her clients, consider the extensive expertise that Catherine's accounting and taxation background can deliver.

< Prev Page