Katherine Boland
Financial Adviser
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About
Katherine Boland is an ASIC-registered financial adviser based in Midland, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a career built on a foundation of comprehensive education and ongoing professional development, Katherine holds a Diploma of Financial Services (FP), an Advanced Diploma of Financial Services (FP), and a Graduate Diploma of Financial Planning. Her commitment to excellence is further demonstrated by her status as a Fellow Chartered Financial Practitioner (FChFP) with the AFA and her membership with the Financial Advice Association of Australia (FAAA). Katherine is authorised to provide advice on a range of financial products, ensuring her clients receive tailored solutions to meet their unique needs. She provides advice on superannuation, insurance, and retirement planning, as well as investment life insurance, life risk insurance, and retirement savings accounts. • Superannuation advice • Retirement planning • Insurance solutions • Investment strategies • Life Risk Insurance Katherine is passionate about empowering her clients to make informed financial decisions. Whether you're planning for retirement, seeking to protect your family with insurance, or aiming to grow your wealth, Katherine can provide expert guidance and support. Contact Katherine today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Katherine Boland offer?
Katherine specialises in superannuation advice, retirement planning, and insurance solutions. She provides comprehensive advice on investment life insurance, life risk insurance, and retirement savings accounts, tailored to your individual circumstances.
What qualifications does Katherine Boland have?
Katherine holds a Diploma of Financial Services (FP), an Advanced Diploma of Financial Services (FP), and a Graduate Diploma of Financial Planning. She is also a Fellow Chartered Financial Practitioner (FChFP) with the AFA, demonstrating her commitment to professional excellence.
What is the process for becoming a client of Katherine Boland?
The first step is to schedule an initial consultation to discuss your financial goals and current situation. Katherine will then develop a personalised financial plan based on your needs and objectives. Throughout the process, she will provide ongoing support and guidance to help you achieve your financial aspirations.
How can Katherine Boland help me with my retirement planning?
Katherine can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance. She can provide advice on superannuation, retirement savings accounts, and other investment strategies to help you achieve a comfortable and secure retirement.
What can I expect during a consultation with Katherine Boland?
During a consultation with Katherine, you can expect a friendly and professional environment where you can openly discuss your financial goals and concerns. Katherine will listen carefully to your needs and provide clear, concise advice to help you make informed decisions about your financial future.
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