As part of the Business Advisory team Katy is focused on delivering innovative, positive outcomes for small to medium enterprise owners and operators. Katy prides herself on listening so she can be proactive in providing practical solutions tailored specifically to client needs. Katy’s approachable nature sees her develop deep and trusted client relationships to which she is highly dedicated.
With over ten years experience in public practice Katy is adept in managing compliance and delivers extensive value beyond this by providing business owners with strategic advice to manage, grow and develop their business to achieve success. Success looks different for everyone and Katy works with clients to understand not only their business and financial goals but also their personal ideal lifestyle outcomes. Katy collaborates with the financial planning team to help clients achieve an enhanced wealth position and lifestyle goals.
Katy is innovative and adaptable to new software and embraces technology to enhance outcomes and improve efficiences. She also prides herself on completing work ahead of deadline.
Katy’s knowledge and experience spans multiple industries including professional services, construction, property development, IT, winemaking/hospitality and logistics. Within these industries Katy works with small to medium enterprises and large family groups.
Internally, Katy leads one of the Tax & Advisory teams, providing guidance and direction to other team members and managing client workflow.
Outside the office, Katy loves to spend time with her young family whilst also enjoying Melbourne’s food scene and travelling when she can. Katy relaxes with pilates, reading, hiking and acrylic painting.
Katy speak fluent Vietnamese.