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CATHERINE ALLEN

Catherine is a financial adviser at Fennell West working across the Geelong and Colac offices.

Catherine has more than 25 years’ experience in the Business and Financial Services, having previously worked as an accountant before transitioning to financial advice in 2005. This move was driven by her passion to “proactively” work with clients to plan their financial future and achieve their goals.

Catherine most recently worked as a Certified Financial Planner with Bendigo Financial Planning in Geelong West and prior to that at Crowe Horwath in Colac.

With an approachable and friendly manner, Catherine uses her experience in Taxation and Business Services to ensure each client receives sound financial advice, tailored to their needs.

Catherine is dedicated and enthusiastic about hearing each client’s individual “story” and identifying their specific objectives/concerns to help them fulfil their financial aspirations and ease any financial worries.

Taking the time to simplify complex issues and talk through any concerns, she is committed to achieving the best possible result for each client while maintaining an absolute focus on their “best interests”.

Away from work Catherine loves spending time with her husband Bryce and their two children Luke and Kate and their families. She also enjoys bike riding and taking long walks in the sunshine.

The best pieces of advice Catherine has been given include: “Always treat others with respect, compassion and understanding” and “Paying it forward – inspiring generosity and compassion”.

AREAS OF EXPERTISE

  • Superannuation and Salary Sacrifice
  • Retirement Planning
  • Wealth Creation & Investment Advice
  • Advice on Superannuation structures, inc. Self-Managed Superannuation Funds
  • Tax Minimisation
  • Centrelink and Pension Advice
  • Budgeting & Cash Flow
  • Debt Management

EDUCATION

  • Deakin University – Bachelor of Commerce, Accounting & Financial Planning
  • Certified Financial Planner – Financial Planning Association
  • Certified Practising Accountant (Specialist in Financial Planning)

CONTACT CATHERINE
If you’d like to organise an appointment with Catherine please start by completing the form:






*Required

03 5557 3355
catherine.allen@fennellwest.com.au
58 Hesse Street, Colac
255 Moorabool Street, Geelong

CATHERINE ALLEN

Catherine is a financial adviser at Fennell West working across the Geelong and Colac offices.

Catherine has more than 25 years’ experience in the Business and Financial Services, having previously worked as an accountant before transitioning to financial advice in 2005. This move was driven by her passion to “proactively” work with clients to plan their financial future and achieve their goals.

Catherine most recently worked as a Certified Financial Planner with Bendigo Financial Planning in Geelong West and prior to that at Crowe Horwath in Colac.

With an approachable and friendly manner, Catherine uses her experience in Taxation and Business Services to ensure each client receives sound financial advice, tailored to their needs.

Catherine is dedicated and enthusiastic about hearing each client’s individual “story” and identifying their specific objectives/concerns to help them fulfil their financial aspirations and ease any financial worries.

Taking the time to simplify complex issues and talk through any concerns, she is committed to achieving the best possible result for each client while maintaining an absolute focus on their “best interests”.

Away from work Catherine loves spending time with her husband Bryce and their two children Luke and Kate and their families. She also enjoys bike riding and taking long walks in the sunshine.

The best pieces of advice Catherine has been given include: “Always treat others with respect, compassion and understanding” and “Paying it forward – inspiring generosity and compassion”.

AREAS OF EXPERTISE

  • Superannuation and Salary Sacrifice
  • Retirement Planning
  • Wealth Creation & Investment Advice
  • Advice on Superannuation structures, inc. Self-Managed Superannuation Funds
  • Tax Minimisation
  • Centrelink and Pension Advice
  • Budgeting & Cash Flow
  • Debt Management

EDUCATION

  • Deakin University – Bachelor of Commerce, Accounting & Financial Planning
  • Certified Financial Planner – Financial Planning Association
  • Certified Practising Accountant (Specialist in Financial Planning)

CONTACT CATHERINE
If you’d like to organise an appointment with Catherine, please start by completing the form:






*Required

03 5557 3355
catherine.allen@fennellwest.com.au
58 Hesse Street, Colac
255 Moorabool Street, Geelong

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