Katie McDonald

Katie McDonald

New Horizons Chair

Katie brings a unique perspective to the financial planning profession, with over 20 years of personal investment experience, 15 years of those working specifically with women and financial literacy, Katie has also gained valuable insight as a business adviser for The Chamber of Commerce and Industry.

With a strong focus on strategic financial advice and planning, Katie is an effective communicator and influencer in the industry, and prides herself in helping her clients achieve their personal financial objectives.

A popular speaker at events relating to women and finance, Katie runs regular workshops and is widely published on matters relating to wealth and financial management.

Katie holds a Degree in Business (Finance), an Advanced Diploma in Financial Planning, and is in the process of completing her CFP (Certified Financial Planner) Certification.