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Kathryn Fitch-Daniels

BCom GradDipFP CFP®

Financial Adviser

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About Kathryn

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Kathryn is an experienced Certified Financial Planner who joined Ethinvest in 2021. With almost two decades of experience in comprehensive financial planning, Kathryn helps clients manage their SMSFs, trusts, wealth creation and retirement planning. She's passionate about helping clients achieve their financial goals through ethically constructed portfolios that align with their values.

 

Kathryn completed post-graduate studies in 2021 and was awarded the WSU Dean's Medal for the Graduate Diploma of Financial Planning. In 2022, Kathryn was appointed to the board of the Ethical Adviser’s Co-op and currently serves as its Treasurer.

 

Outside of work, Kathryn is passionate about gender equality and opposes poker machines. She also has a particular fondness for frogs.

 

In her spare time, she enjoys watching live sports with her husband, trying new restaurants in Newtown, cultivating her balcony garden, and walking her first-ever dog, a toy Cavoodle named Pickles.

 

Kathryn is supported by Zheng Zhao (Paraplanner) and Ruby Duong (Client Relationship Manager).

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