Katherine Hann is part of Alan Donald Financial Service Pty Ltd of the Financial Wisdom network of financial advisers who independently own their businesses and are supported by the strength and resources of the Commonwealth Bank.
The Financial Wisdom difference is reflected in the name.
While financial advice is telling someone what they need to do and the steps they need to take, financial wisdom is about empowering clients with the knowledge to secure their financial future long after the advice is given.
Find out more at www.financialwisdom.com.au
Through its national network, Financial Wisdom provides advisers with a comprehensive range of services and resources, including:
Sophisticated planning tools to help provide effective solutions
Product research and customer insights to identify new opportunities in investment, superannuation and insurance products
IT and systems support to underpin our outstanding customer service
Continuing professional development, training and compliance checks to ensure high-quality advice.
Financial Wisdom Limited ABN 70 006 646 108, AFSL 231138.