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About Kathee
Kathee is a Financial Planner for Bridges Financial Services covering the Central Coast, Hunter & Newcastle region.
Originally from Los Angeles, Kathee relocated to Australia in 1992 and has called Lake Macquarie home for over 20 years. Her deep connection to the region enables her to understand the unique financial needs of local residents.
She began her career in the financial planning industry in 1995 and joined Bridges as a Financial Planner in 2022. With decades of experience, Kathee is a strategic adviser dedicated to helping clients achieve long-term wealth creation and capital growth - from the accumulation phase through to retirement.
She’s guided by the principle that “People need help, guidance and advice from the moment they start work to the moment their estate is settled,” a quote attributed to Charles Dickens. This reflects her belief in the importance of support and guidance throughout life’s financial journey.
Education and Experience
Kathee holds the following qualifications:
Bachelor of Applied Finance
Diploma of Financial Planning and Services
FASEA Code of Ethics
Awards and industry recognition
Bridges Financial Planner of the Year Award 2024
Advice Practice of the Year 2024
What my clients say
“Kathee is extremely helpful, very polite and considerate during our meetings – she listens to our needs and actions accordingly. Because of her dedication to us, we see the returns on our investment performing extremely well.”
Outside of work
Outside of work, Kathee is passionate about daily walks along Lake Macquarie, exploring the world through travel, and relaxing with a great movie. She and husband, Andrew, are enjoying life as empty nesters with their dachshund, Franklin.
Let's talk
When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.