SPECIALISATION
Family Office
Family
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Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
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SMSF
Tax Planning
Tax
Planning

Kathy
Havers

Executive Advisor
Melbourne
Victoria
IN THEIR OWN WORDS

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

  • Certified Financial Planner

  • Member of the Financial Advice Association Australia
SPECIALISATION
Family Office
Family
Office
Insurance
Insurance
Investment Advice
Investment
Advice
Retirement Planning
Retirement
Planning
SMSF
SMSF
Tax Planning
Tax
Planning
Kathy's personal, friendly manner and the breadth of her professional understanding of our needs - and competence and guidance towards a favorable outcome, is much appreciated.
Leonard, Belconnen, ACT
Kathy has always been approachable and available when required. She has provided professional, knowledgeable and responsible advice. I thoroughly enjoy my meetings with her and make changes according to her recommendations.
Jane, Malvern, VIC
Kathy was recommended to us by our business accountant. We have found Kathy to possess a depth of knowledge, understanding, honesty and empathy which enabled us to maintain a high level of confidence and trust in her ability to deliver our agreed outcomes. All of her communications are clear and timely.
Tony, Coldstream, VIC

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