Our People
Kate H. Armstrong
Office Manager
Started in the industry: 2002
Kate's Background
Kate is our Office Manager, providing administrative support to our team. Kate has previously worked in marketing and insurance firms in the administrative area.
Kate's Responsibilities
Kate is responsible for assisting our Planners with the preparation of Statements of Advice and Reviews, the implementation and administration of Statements of advice and Reviews, updating our clients’ portfolios, maintenance of our financial planning database, liaising with clients and financial institutions, the portfolio administration of our Family Retirement Funds (Self-managed Superannuation Funds) and Discretionary Family Trusts as well as our Payroll and book-keeping.
Kate's Qualifications
- Certificate II & III in Business (Office Administration)
- Diploma of Financial Planning Module 1 through IntegraTec
You can reach Kate as follows:
| Telephone: | +61 3 6234 4413 |
|---|---|
| Fax: | +61 6231 2284 |
| E-mail: | k.armstrong@rouleston.com |