Katrina Haskew
Financial Adviser
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About
Katrina Haskew is an ASIC-registered financial adviser dedicated to helping individuals and families in GALDESVILLE, NSW, achieve their financial goals. With a strong foundation built on an Advanced Diploma of Financial Planning from Mentor Education (2014) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022), Katrina possesses the knowledge and expertise to provide comprehensive financial advice. As an active member of the Financial Advice Association of Australia (FAAA), Katrina adheres to the highest ethical and professional standards. She is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning, ensuring her clients have access to the solutions they need to secure their financial futures. Katrina is also equipped to provide advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. Katrina's commitment extends to offering a comprehensive suite of services designed to address every aspect of her clients' financial well-being: • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to protect your family with insurance, or simply looking to grow your wealth, Katrina is here to guide you every step of the way. Contact Katrina today to schedule a consultation and take control of your financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Katrina Haskew offer?
Katrina Haskew provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. She helps clients create comprehensive financial plans tailored to their unique needs and goals.
What qualifications does Katrina Haskew have?
Katrina Haskew holds an Advanced Diploma of Financial Planning from Mentor Education (2014) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022).
How does Katrina Haskew develop a financial plan for her clients?
Katrina begins by understanding your current financial situation, goals, and risk tolerance. She then develops a personalized financial plan that addresses your specific needs, regularly reviewing and adjusting the plan as your circumstances change.
What can I expect during my first meeting with Katrina Haskew?
During your initial consultation, you can expect to discuss your financial goals, current situation, and any concerns you may have. Katrina will explain her services and how she can help you achieve your objectives. This meeting is an opportunity for you to get to know Katrina and determine if she is the right financial adviser for you.
Is Katrina Haskew a member of any professional organizations?
Yes, Katrina Haskew is a member of the Financial Advice Association of Australia (FAAA).
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