Katie was appointed Chief Operating Officer of Wealth Management for Canaccord Genuity (Australia) in May 2024. Since joining the firm in 2016 as a Desk Assistant in the Melbourne office, she has built a strong track record across the Wealth Management division, progressing through a range of roles that have provided her with deep insight into the operational and strategic priorities of the business.
Prior to her current role, Katie supported the Wealth Executive Team as Business Manager, where she played a key role in driving organisational efficiency and delivering firm-wide initiatives to support the growth of Canaccord Genuity’s Wealth Management offering. Her extensive experience across both front-line and operational functions has positioned her as a trusted leader in the continued evolution of the business.
Katie is a member of the Australian Operating Committee, Executive Committee, and Wealth Management Executive Committee, and brings a hands-on, client-focused perspective to her leadership role.
She holds a Master’s Degree in International Business (with Distinction) from RMIT University and a Bachelor of Arts from Monash University.