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      Katherine is a trusted adviser with more than 15 years' experience in working with family-owned and privately-owned businesses, high net wealth families and their family offices.

      She works closely with her clients to support them to grow their businesses and manage their wealth across generations with a particular focus on accounting, taxation and regulatory requirements. 

      Katherine particularly enjoys working with family-owned groups and guiding them through the challenges of ownership and leadership succession, structuring and governance mechanisms.

      She has multi-industry experience including scaling technology businesses, renewable energy, foreign owned subsidiaries. 

      1. Areas of expertise
        • Tax and accounting regulatory requirements for privately held businesses
        • Family Office – establishment and advisory
        • Asset protection
        • Succession planning
        • CFO on-demand
        • Board advisory and family governance 
        • Private companies
      2. Education & qualifications
        • Bachelor of Commerce (Accounting and Finance), University of NSW
        • Graduate Diploma of Chartered Accounting, Institute of Chartered Accountants Australia
        • STEP Advanced Certificate in Advising Business Families (with Distinction)
        • STEP Advanced Certificate in Family Business Governance (with Distinction)
      3. Accreditations
        • Member, Institute of Chartered Accountants
        • Registered Tax Agent 
        • Accredited Family Business Advisor