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Kathryn Price Financial Planner Aged Care Specialist

Qualifications and Experience

My journey into financial planning started as a Business Analyst at AMP. It was at AMP that I completed a Graduate Diploma in Business Management at Monash and a Diploma in Financial Services. From there I moved into the Compliance and Technical Services Team, where I experienced the importance of financial planners, providing peace of mind and helping clients reach their financial goals. During this time, I completed a Diploma in Financial Planning and became a registered financial planner. I also completed a Graduate Diploma in Financial Planning.

My Aged Care specialisation began when a close family member of mine required care. This first-hand experience of navigating the complexities of the aged care system whilst dealing with the emotional pressure was difficult. After this experience, I understood the genuine need for support and guidance, helping others to navigate the aged care system while easing the financial worry. It's hard enough to make the decision that your family member can no longer manage at home, the home they have loved for possibly many years. I understand the complexities of the aged care system and can guide you and your family every step of the way. I look forward to meeting with you.
 

Specialisations: Aged Care Specialist with the Financial Advice Association of Australia and Accredited Aged Care Professional with Aged Care Steps. 

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Associations

FAAA Advice Practitioner
Aged Care Professional accredited
FAAA Aged Care Specialist Advice Practitioner

Click below to view my details on MoneySmart FAR and Adviser Ratings: 

03 9756 6669

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© PLM Financial Group
1/89 Boronia Road, Boronia VIC 3155

Disclaimer: This website contains information that is general in nature. It does not take into account your own objectives or financial situation. You need to consider your own personal financial situation and circumstances before making any decisions based on this information.

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