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Our team

Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.

Kathryn Trotter

Kathryn Trotter

Dip FS(FP)

Authorised Representative
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I have worked in the Financial Services industry for over 20 years holding various roles in administration, customer service, project management and practice management. I have been an Authorised Representative since 2004. Clients tell me they enjoy my down to earth approach.

In my spare time I enjoy spending time with my family which includes my three children. We enjoy footy games at the MCG, going to the drive in on hot summers nights and a small mountain climb every now and then.

I’m passionate about providing my clients with the strategies they need to ensure their wealth is protected and they have a plan for their future.


A Brighter Future
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Call Us: 1300 526 628
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