PH 07 3319 5100
FAX 07 3319 5160
Level 25, 324 Queen Street
Brisbane QLD 4000
Katrina Robbins is dedicated to using the diverse knowledge she has gained throughout her impressive career, working with some of Australian’s largest financial firms, to empower her clients’ with the services they need to reach their lifestyle and financial goals.
Katrina began in the industry in 1985 and, as her many long-term and loyal clients will attest, she is committed to getting to know you so that she can tailor the perfect mix of services to suit your needs. This holistic and personalised approach ensures that all of your personal circumstances are fully considered when producing your strategic investment direction.
Katrina has developed and continues to expand on her comprehensive network of locally based professionals. This enables her to match you with industry leaders that are aligned with your specific goals to further improve your financial outcomes.
Katrina has been a Certified Financial Planner with the Financial Planning Association since 2002. This is the highest designation in the field and a testament to Katrina’s ongoing professional development and industry activity.
Along with the Diploma of Financial Planning, Katrina has also completed the Self Managed Super Funds (SMSF) Program with the SMSF Association accrediting her as a SMSF Specialist Adviser to assist her in working with clients so they have better control over their superannuation outcomes.
Katrina can provide advice in the following areas:
· Wealth management
· Life Insurance
· Debt management
· Pre-retirement planning
· Retirement planning
· Centrelink maximisation
· Aged Care and Relocation
· Estate planning