Kate has decades of local and international wealth management experience including more than 20 years working in asset management and private banking for leading organisations that include Banque Internationale a Luxembourg (Luxembourg), CIC Banque Transatlantique (Paris), Deutsche Asset Management and BT Financial Group (Sydney).
Kate joined Edney Ryan Wealth Management in 2015 and was appointed Managing Director in 2017.
In 2017, Kate also won the Hillross Adviser of the Year Award - a national award recognising an adviser with the highest level of professionalism and excellence through client service, advice delivery, implementation and client advocacy.
Kate has a Bachelor of Business (International Business and Business Law) from UTS Sydney, an Advanced Diploma in Financial Planning and has completed the Strategic Innovation Program through the Stanford University Graduate School of Business.
She is a Certified Financial Planner, a Certified Private Banker, TEP (Trust and Estate Practitioner), a Member of the Financial Planning Association (FPA) Australia and sits on PIMCO’s Client Advisory Council.
She is fluent in French and Luxembourgish.
Areas of expertise:
- Wealth Management
- Succession Planning
- Portfolio Management
- Advising International Clients and Expatriates
Kate is an Authorised Representative of Hillross Financial Services Limited (AR Number 1007833).
Bhanu holds a Master of Financial Planning and an Advanced Diploma in Financial Planning (Kaplan Professional). He is an Associate Financial Planner (FPA Australia).
Bhanu joined Edney Ryan Wealth Management as an Associate Adviser in 2018, bringing almost a decade of commercial experience in small business.
Bhanu has a strong understanding of investment markets, risk management, superannuation, debt management and wealth accumulation strategies, which he uses to advise clients with genuine care for their needs and absolute professionalism. Bhanu also contributes to the Investment Committee which evaluates opportunities suitable to clients.