Background & Experience
Cathy is an AFA and joined Prime Planning as a Client Adviser in 2009 which merged into Camelot in July 2009, then Lifetime in 2018. About a quarter of her time is currently involved in overseeing the accounting roles in Camelot. She also is able to use these skills in her dealings with clients. Cathy’s previous roles as Chief Financial Officer in a number of financial services companies have involved responsibility budgets, forecasting, corporate and treasury accounting, compliance, tax and settlements and management of staff. Cathy now enjoys the challenges of working as an adviser with clients to set and achieve their personal financial goals.