Kathleen comes to Lighthouse with over 25 years in the financial services industries. Her expertise and skillset was honed in private banking and wholesale investment with major Australian banks and she brings this expertise in wealth and funds management, portfolio management, financial risk and business relationship management to Lighthouse. Her formal qualifications include (among others) a Diploma of Financial Planning and Tier 1 Regulatory Guide 146 in Managed Investments.
While we rely on Kathleen’s expertise in many ways, one of her unique values is in her client-facing work. Kathleen has a love of and ability to communicate well with our clients and investors. In fact, it’s likely that Kathleen’s voice will be your guide throughout your Lighthouse investment experience, keeping you in the loop every step of the way.
Working in a big bank was highly rewarding, but ultimately Kathleen was attracted to the dynamics of a family business and the strong ethics and integrity of the Lighthouse and larger Mavid Group team. She found the ability to get things done and control and impact outcomes in a flexible and dynamic working environment to be incredibly alluring, and so Lighthouse became her next career home.