Senior Business Banking Manager, ANZ Specialisation
Knowledge Governance Lead, ANZ Specialist Distribution
Senior Business Banking Manager, Health Specialisation
Business Banking Manager, ANZ Small Business
Private Wealth Associate, ANZ
Private Wealth Assistant, ANZ
Mortgage Specialist, ANZ
Mortgage Consultant, ANZ
Bachelor of International Business, La Trobe University
Diploma of Financial Planning
Commercial Loan Structuring and Goodwill Finance
Residential Lending and Structuring
Kate has close to two decades of banking experience at ANZ, where she worked across mortgages, private banking, financial planning and commercial banking. In 2016, she moved into ANZ’s new health specialisation, and has remained in medical finance since.
Kate specialised in goodwill unsecured lending at ANZ Health, and her expertise will add to Avant Financial Services’ business finance knowledge. Kate believes that the more perspectives you have in a conversation, the better the outcome.
Kate is excited that she can offer clients a broad suite of financial solutions at Avant to best tailor the financial offerings to her client’s needs. By understanding her clients on a personal level, she learns their goals and risk profile, which enables her to assist in providing the best possible financial solution.
Kate was drawn to the philanthropic side of Avant’s business, and particularly enjoys working with Medical Practitioners as they give back to the community through their dedication to their work.
Outside of the office, Kate is a mother to three young daughters. She likes going hiking, enjoys art and sketching, and travelling to experience other cultures.