Katerina Sousalis

Executive Planner

Diploma of Financial Planning
Bachelor of Visual Design – Interior Design
Currently completing Certified Financial Planner studies

“Taking the time to really listen to clients and understanding that every client’s wants and needs are unique enables me to effectively convert ‘words’ into tangible actions that lead to consistent, measurable results.”  The ability to strike a balance between what a client wants and what a client could have is also an essential component in the success of these outcomes.  Katerina understands that to move forward, you have to leave something behind.  Managing each client’s financial expectation levels to understand this, and finding a way to get clients excited about new opportunities, is the difference between a good financial planner and a brilliant one. “It’s easy to do what a client asks. My challenge is to encourage clients to see a new level of success - one they wouldn’t have thought possible - and promote a new depth of thinking.”

Katerina’s continued success is evident from the number of referrals and praise she receives from a growing list of loyal clients. It’s not unusual for clients to drive considerable distances from country Queensland to engage with her because they have established a relationship built on trust and a deep understanding of what’s important. This has proven particularly valuable for clients in times of personal need.  Katerina has found that helping those who survive the loss of a loved one is a personally rewarding experience and enables her to connect with her clients at a deeper empathetic level.  “It’s about really supporting someone in their time of need and helping them to see a clear path to follow for financial peace of mind.”

Katerina’s personal philosophy is to maintain her values at all times, even when challenged, and to remain focused on delivering only the best possible outcomes for her clients.  She is concerned by certain elements in the industry who lower their standards to achieve what are perceived as ‘quick results’ that are irresponsible and unsustainable.  With Katerina, success is not defined purely by the financial outcomes but by valued processes and a financial ‘journey’ that stands the test of time.

Professional Memberships/Achievements
Authorised Representative – Financial Planning
Member Financial Planning Association of Australia
Remserv Accredited