Kathryn Creasy — Capital Partners
Principal | Wealth Adviser
2021 Certified Financial Planner Professional of the Year
Kathryn Creasy joined Capital Partners in 2014, after eight years working at a stockbroking firm. At the time she was looking for a change – an opportunity to help people, to provide more than just investment advice. She jumped on board after speaking to Capital Partners’ founders David and Michael, who convinced her with their passion for providing personalised, whole-of-life financial advice.
Today, Kathryn is a leading figure within the Capital Partners team and a lynchpin within the collaborative, multi-disciplinary culture that drives the company. Her influence and leadership now extends to the broader industry: she chaired the FPA Women in Wealth Committee in 2018 and was named Certified Financial Planner Professional of the Year in 2021.
Kathryn's strength is her ability to simplify complex issues for high net worth families and walking with clients on a journey of discovery to clarify the way forward and quell their anxieties. She has particular expertise in helping women deal with the financial and emotional minefields of separation and divorce.
Kathryn brings a unique mix of acumen, collaboration and compassion to the financial planning profession.