contact@bostonpw.com.au

Katie More Dip FP
PRIVATE WEALTH ADVISER & CLIENT SERVICE MANAGER
E:
kmore@bostonpw.com.au

Katie has been working in the financial services industry for 15 years.  She is a Client Service Manager, working with clients in Sydney, Melbourne, Adelaide and the Gold Coast.

Katie spent 6 months living and working in London which has given her experience in the financial planning field in the UK.  She worked for companies such as Coca-Cola, a telecommunications company and a private financial planning practice.  She has also completed mission work overseas, particularly in Papua New Guinea.

Katie holds a Diploma of Financial Planning through Deakin University.  She assists in providing high quality investment advice, portfolio management and ongoing reviews to retirees and high net worth individuals. 

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