Kat Phillips
Client Services Officer at Insight Wealth Planning
Kat began her financial planning career in 2020, a year she remembers not for COVID but for starting her journey in this field. With a background in teaching, Kat brings a strong belief in empowering clients through knowledge, providing them with the tools to take control of their financial future where she joined the Insight team in 2021.
Kat is a key member of our Client Administration-Implementation team, supporting Tegan and Simon by overseeing the implementation of advice documents and ensuring clients are kept informed throughout the process. Her role ensures that all recommendations are executed accurately and that clients receive timely updates.
Kat’s dedication to client outcomes and her focus on delivering exceptional service reflect her passion for helping clients achieve their financial goals.
Locally based, Kat enjoys spending time with her young family, staying fit, and savouring a good gin with friends.
