Kathy
Havers

Executive Advisor
CamberwellMelbourne
Victoria

In their own words

Kathy has been a strategic advisor for over 20 years. She merged her private practice into Viridian in September 2018. She works as a Specialist Executive Advisor and leads the Viridian Private Office team in Victoria.

Kathy’s experience and passion spans advice to high-net-worth individuals and families with specialist experience for clients with complex structures and needs. She has additional expertise in philanthropy and family succession planning. She is highly sought out as a specialist advisor to families with disabilities, having a child with complex special needs herself.

Kathy is also a Director on the Board of the Viridian Foundation, along with Kindred Spirits Foundation where she takes an active role to really make a difference to her community.

In 2022, Kathy was a finalist in the AFA Female Excellence in Advice Awards and was recognized as one of the top 50 most influential advisors as part of the Financial Standard Power50.

Qualifications and Memberships

  • Masters of Entrepreneurship and Innovation

  • Diploma of Financial Planning

  • Certified Financial Planner

  • Member of the Financial Advice Association Australia

Kathy’s engagement style puts you immediately at ease. Her many years of experience and extensive knowledge comes through in all our meetings which we leave with valuable insights and strategies in the management of our financial affairs. I particularly like her passion and commitment to empowering women by promoting financial literacy and fostering confidence in their financial decision-making abilities.

Dolores, Malvern East, VIC

Kathy has been our adviser for over 10 years. It important to us that we can trust Kathy and have confidence in her advice. Kathy has always been available when needed to respond to queries or explain things that we don’t fully understand. To know the person rather than just the company provides a lot of reassurance.

Richard, Fitzroy, VIC

Kathy was recommended to us by our business accountant. We have found Kathy to possess a depth of knowledge, understanding, honesty and empathy which enabled us to maintain a high level of confidence and trust in her ability to deliver our agreed outcomes. All of her communications are clear and timely.

Tony, Coldstream, VIC

CamberwellMelbourne
Team

Shona Klibingaitis

Mortgage and Finance Advisor

Mona Barak

Mortgage and Finance Advisor

Dimitra Koutsougeras

Mortgage and Finance Advisor

Lisa Taylor

Senior Financial Advisor

Matt O’Brien

Financial Advisor

Rebecca De Simoni

Senior Financial Advisor

Alana Pincombe

Senior Financial Advisor

David Klein

Senior Financial Planner

Gary Ziebarth

Senior Financial Advisor

James Dimos

Executive Advisor

James Williams

Senior Financial Advisor

Jason Gan

Senior Finanical Advisor

Jason King

Executive Advisor

Jeff Hanna

Executive Advisor

Kathy Havers

Executive Advisor

Kristian Tribuiani

Executive Advisor

Lakshan Weerasinghe

Executive Advisor

Luke Brendish

Financial Advisor

Martin Sherwood

Executive Advisor

Mitchell Burger

Executive Advisor

Sascha Krummrey

Executive Advisor

Shane Fisher

Financial Advisor

Sheena Vohra

Senior Financial Advisor

Tonina Ciarrocchi

Executive Advisor

Trent Schliefert

Financial Advisor

Vega Yan

Financial Advisor

Speak to our experienced team today.