Katrina Pulbrook
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Katrina Pulbrook is an ASIC-registered financial adviser based in Dandenong, VIC, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Diploma of Financial Planning from Deakin University (2002) and accreditation as a Certified Financial Planner (CFP) in 2007, Katrina brings a wealth of knowledge and experience to her practice. A proud member of the Financial Advice Association of Australia (FAAA), Katrina is committed to upholding the highest standards of professionalism and ethical conduct. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Katrina can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Katrina specialises in providing tailored financial solutions to meet the unique needs of each client. Her services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Katrina believes in building long-term relationships with her clients, based on trust, transparency, and a deep understanding of their financial aspirations. Whether you're planning for retirement, managing your investments, or protecting your family's future, 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.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Katrina Pulbrook offer?
Katrina Pulbrook provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. She can help you with investment strategies, risk management, and achieving your long-term financial goals.
What are Katrina's qualifications and experience?
Katrina holds a Diploma of Financial Planning from Deakin University (2002) and is a Certified Financial Planner (CFP) since 2007. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Katrina Pulbrook tailor her advice to individual client needs?
Katrina takes the time to understand each client's unique circumstances, goals, and risk tolerance. She then develops a personalised financial plan that aligns with their specific needs and helps them achieve their objectives.
What can I expect during a consultation with Katrina?
During your initial consultation, Katrina will discuss your current financial situation, your goals, and any concerns you may have. She will then explain her approach to financial planning and outline the services she can provide to help you achieve your objectives.
What are the benefits of working with a Certified Financial Planner like Katrina?
Working with a CFP professional like Katrina ensures that you receive advice from a qualified and experienced financial planner who adheres to a strict code of ethics. CFP professionals are committed to acting in their clients' best interests and providing unbiased, objective advice.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.