Kathy Martiniello

BCom CA Certified Financial Planner

Kathy joined Pat in 2013, with more than 20 years of public practice experience.

A tax and business advisor, as well as a financial planner, she specialises in helping clients extract wealth and value from their businesses, maximising overall wealth accumulation opportunities and protection strategies.

As well as her extensive knowledge in retirement planning and Self-Managed Super Funds (SMSFs), she assists clients in managing overall financial planning from cash flow, budgeting, wealth protection, pre-retirement and retirement strategies.

Areas of Expertise

  • Financial and strategic advice
  • Registered Tax Agent
  • Chartered Accountant