Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-26021004-09270001
0.25 Technical Competence
0.25 Client Care and Practice
0.25 Regulatory Compliance and Consumer Protection
Cathy is a Financial Adviser at Pollock Financial Planning. She and James discuss her career change from medical indemnity BDM to financial advice, her education journey and COVID-era licensing challenges, and her current role at Pollock Financial working within a shared-client, retiree-focused advice model that emphasises collaboration and current tech to support scalable, consistent client service.
Cathy Kayess LinkedIn: https://www.linkedin.com/in/cathykayess/
Pollock Financial Planning Website: https://www.pollockfinancialplanning.com.au/
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