In this episode Tara Sutton, State Director at BT, speaks with Kathy Havers of Viridian Advisory. Kathy's career has spanned almost 25 years, and she discusses the need for diversity in the industry to allow clients to find an adviser with shared values – someone 'just like them'. For those thinking a career in financial advice is all about the numbers, Kathy proves that people are at the core of everything she does. Kathy lives by the mantra “you have not truly lived until you have done something wonderful for someone who can never possibly repay you”. Kathy brings her life experience to the forefront and speaks to us about how empathy, continual education and being community minded has shaped a fulfilling advice career.
Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.