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About Cat
Cat is a Financial Planner for Bridges Financial Services covering the Greater Melbourne Southeast region.
She has been working in the financial services industry for over three decades and qualified as a Financial Planner in 2009.
Cat is passionate about working with pre-retirees and retirees, guiding them step by step through the transition from work to retirement. She helps clients navigate Centrelink and overcome the many financial hurdles they face, so they can enjoy life with confidence and peace of mind.
Based on the Mornington Peninsula, Cat gains great satisfaction from specialising in the areas of financial planning that matter most to residents, including retirement planning, maximising Centrelink entitlements, estate planning, and aged care advice.
Cat thrives on simplifying complex financial concepts and translating them into clear, easy-to-understand strategies that empower her clients to make informed decisions and sleep well at night.
Education and Experience
Cat holds the following qualifications:
- Fellow Chartered Financial Practitioner
- Graduate Diploma of Financial Planning
Awards and industry recognition
- Finalist in Women in Finance Awards 2024
- Finalist in IFA Regional Financial Planner Awards 2025
What my clients say
"I have had the pleasure of working with Cat over a number of years and have always been impressed by her exceptional depth of knowledge and her ability to clearly explain even the most complex financial concepts in a way that’s easy to understand. Her guidance has consistently been thoughtful, thorough, and incredibly reassuring.
Michelle, 56 - 65 years, Aspendale
"Cat displays a level of professionalism, knowledge, concern and adaptability that is difficult for consumers to come across in today's financial minefield. With her guidance we were able navigate everything and achieve our desired goals."
Kerry, 65+ years, Capel Sound
"I have had the pleasure of Cat handling my super and it is great to have her on my side. She always explains things so I understand – she is an asset to your team.”
Colin, 56 - 65 years, Rye
Outside of work
Outside work, she loves travelling, gardening, reading and cooking as well as keeping her 3-year-old kelpie entertained and exercised.
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.