Kathy Havers

Kathy has been a strategic advisor for over 20 years. She merged her private practice into Viridian in September 2018. She works as a Specialist Executive Advisor and leads the Viridian Private Office team in Victoria.

Kathy’s experience and passion spans advice to high-net-worth individuals and families with specialist experience for clients with complex structures and needs. She has additional expertise in philanthropy and family succession planning. She is highly sought out as a specialist advisor to families with disabilities, having a child with complex special needs herself.

Kathy is also a Director on the Board of the Viridian Foundation, along with Kindred Spirits Foundation where she takes an active role to really make a difference to her community.

In 2022, Kathy was a finalist in the AFA Female Excellence in Advice Awards and was recognized as one of the top 50 most influential advisors as part of the Financial Standard Power50.

Qualifications and Memberships

• Masters of Entrepreneurship and Innovation

• Diploma of Financial Planning

• Ethics and Professionalism in Financial Advice

• Financial Advice Association Australia (FAAA)