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

Kathryn Haas, CFP® AEPS®

Name Kathryn Haas, CFP® AEPS®
Company RBA Financial Group
Address 493 Wyndham Street
Shepparton, VIC 3630
Phone 03 58221288

Kathy joined Rba in March 2005. Kathy specialises in retirement planning and has considerable experience with Centrelink Issues.

Kathy is a Certified Financial Planner CFP® practitioner and an AEPS® Accredited Estate Planning Strategist.

Our relationship with you is a partnership: we want to help you meet your financial objectives and lifestyle goals through proper management of your finances.

We know that through life’s journey, your needs, circumstances and financial goals will change. We want to go on that trip with you, to find strategies to suit you, your family and/or your business.

Our team will meet with you to design an appropriate strategy that is tailored to your particular needs and goals now, and then develop this into a plan that will evolve over time to help you achieve your goals. Whatever your life stage, Rba is your partner through life.

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