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CATHERINE ALLENcolac_cathya
Representative
Financial Adviser
BCom CPA (FPS)

Catherine has over 25 years experience in the Business and Financial Services industries. Having worked as an Accountant in Business Services she transitioned to Financial Planning in 2005.

She uses her experience in Taxation and Business Services to ensure each client receives sound financial advice tailored to their individual needs.

With an approachable and friendly manner, Catherine enjoys getting to know her clients and has the ability to simplify complex issues, taking the time to talk through any concerns whilst maintaining an absolute focus on achieving the best possible results for her clients.

Advice and services she provides to clients include:

  • Retirement Planning
  • Superannuation and Redundancy
  • Self Managed Superannuation
  • Managed Funds
  • Centrelink Advice
  • Wealth Creation Strategies
  • Investment Advice

Catherine is a member of the Financial Planning Association.

T 03 5234 0200
E catherine.allen@whk.com.au


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WHK has access to world wide best practice that we combine with strong local knowledge – giving our clients advice they can rely on.  For a better life.