Kate Haris
Financial Advisor | Wealth
Known for her approachable, empathetic style and collaborative mindset, specialising in strategic wealth management and working with a broad range of clients to develop clear, long‑term, financial plans that reflect individual goals and values. Kate is passionate about helping people in all stages of life, whether its guiding someone through their first investment, or helping a family plan for their future.
With experience working with boards for charitable foundations, and building workshops that demystify finance for young women, Kate is passionate about financial education and philanthropy by using her financial expertise to help others build security for themselves and the causes they care about.
Outside of work, Kate values quiet weekends with her partner and their pets. She enjoys reading, travelling and spending winter hitting the slopes with her family. She grew up in country NSW and made her way down to Melbourne for university, a formative experience that shaped her independence and warm nature.
