Cathryn Walley

Associate Principal
Member of Chartered Accountants Australia and New Zealand, SMSF Specialist Advisor (SSA), Tax (Financial) Adviser, Authorised Representative of Lonsdale Financial Group

Why I do what I do:

My passion is working with clients and helping them towards their retirement goals. I love solving problems for my clients and seeing the results of successful strategies impact their lives.

How I help clients and their business:

As the superannuation associate principal, I can provide support for clients transitioning to retirement, estate planning, and SMSF borrowing arrangements. I assist clients with superannuation legislation, taxation and compliance needs, as well as providing counsel on investment purchases, super strategies, contributions, tax minimization, and pensions.

 

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I am passionate about our community and I give back by:

Being a board member of Tourism Greater Geelong and The Bellarine.

A bit more about me:

I really enjoy training at Crossfit Barwon outside of work. It’s an amazing community and gives me an opportunity to keep fit with my family. I also picked up the gardening bug while working from home on and off over the last year.

Get in touch to discover your better financial future.

How I can help you

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    SMSF

    Independent approach to utilising superannuation to develop wealth creation.

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