Catherine Smith, Director at Wholistic Financial Solutions

I hold a Degree in Accounting, Master’s Degree in Taxation, Diploma of Financial Planning, Diploma of Finance, Diploma of Real Estate. I am an Accountant, Financial Planner, Mortgage Broker, Real Estate Agent and Accredited Property Investment Adviser. My 20 years of study was primarily as a result of my frustration with the whole Financial Advisory Sector. There was no professional field looking after the ‘whole’ of a client’s financial needs.