Kate joined Edney Ryan Wealth Management in 2015 with more than two decades of local and international wealth management experience including working in asset management and private banking for leading organisations Banque Internationale a Luxembourg (Luxembourg), CIC Banque Transatlantique (Paris), Deutsche Asset Management and BT Financial Group (Sydney).
In 2017, Kate 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.
Kate is an Authorised Representative of Oreana Financial Services.
Jo joined Edney Ryan Wealth Management in 2016 to support the operational and administrative aspects of the business.
She holds a Bachelor of Science Psychology degree with honours from the University of Nottingham and is a PRINCE 2 qualified project manager.
Jo has more than 10 years of experience working with the Royal Bank of Scotland, both as an operational project manager and business project manager, where she managed complex cross-functional projects in IT, compliance and business systems.
At Edney Ryan Wealth Management, Jo manages client documentation and processes with the team to ensure the seamless provision of compliant financial advice to clients.