Kate Anderson

Group Executive Licensee Services and Operations

Bachelor's Degree
Diploma of Financial Planning
Certificate IV in Training and Assessment

Specialisations
  • Wealth management
  • Adviser education
  • Adviser services
  • Leadership
  • Financial planning
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Kate Anderson has more than 15 years’ in the financial services industry assisting advisers with legislative research and technical strategies. Her experience spans adviser networks across compliance, licensing guidelines and regulatory standards that guide and impact on the provision of financial services. With extensive experience as a speaker in the areas of super, tax, retirement and social security, Kate has presented for the Financial Planning Association, CPA Australia, and The Institute of Chartered Accountants and for many financial planning and accounting groups.

Prior to joining Centrepoint Kate held senior leadership roles at Bridges and Associates, IOOF, SuperIQ and Mariner Financial.