Super lump sum
15th October 2024
Cathy Hart
Client Services Manager
Cathy joined the Keystone Wealth team, in our Canberra office, in May 2024.
Cathy has had a stella career in financial services previously working with another financial planning practice, which Keystone Wealth acquired, for over 10 years. In this role Cathy built strong relationships with clients and was responsible for client services and advice implementation.
Prior to that Cathy worked in corporates in Brisbane and Melbourne. Cathy has worked in the financial planning industry for a total of 25 years.