Kathryn Liebezeit
Financial Adviser
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About
Kathryn Liebezeit is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on a Bachelor of Science (Mathematical and Computer Sciences) from the University of Adelaide (1997), a Diploma of Financial Planning from Deakin (1999), CFP Certification Program from the Financial Planning Association of Australia (2002), and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2021), Kathryn possesses a wealth of knowledge and experience in the financial services industry. As a member of the Financial Advice Association of Australia (FAAA), Kathryn adheres to the highest ethical and professional standards. Kathryn is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect you and your family • Strategic wealth management to grow your assets • Retirement planning for a secure financial future • Investment advice tailored to your individual risk profile Ready to take control of your financial future? Contact Kathryn today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Kathryn Liebezeit provide?
Kathryn provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications and experience does Kathryn have?
Kathryn holds a Bachelor of Science (Mathematical and Computer Sciences), a Diploma of Financial Planning, CFP Certification, and a Graduate Diploma of Financial Planning. She is also a member of the Financial Advice Association of Australia (FAAA).
What is Kathryn's advice process like?
Kathryn's advice process typically starts with an initial consultation to understand your financial goals and circumstances. She will then develop a personalised financial plan tailored to your specific needs. The plan is then implemented and regularly reviewed to ensure it remains aligned with your goals.
How can Kathryn help me with retirement planning?
Kathryn can help you develop a comprehensive retirement plan that considers your current financial situation, desired retirement lifestyle, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What can I expect from working with Kathryn as my financial adviser?
You can expect personalised advice, a clear understanding of your financial situation, and a plan to help you achieve your financial goals. Kathryn is committed to providing ongoing support and guidance to ensure you stay on track.
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