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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Catherine Lake

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Head of Paraplanning

I have worked in a variety of technical roles within financial services, having previously been employed in the charity and education sectors. During my time in the industry, I have built up extensive financial planning experience, covering such areas as pension, tax and protection planning. My current role involves overseeing our financial planning technical team with the aim of ensuring that we continue to deliver the best outcomes for our clients. I sit on several internal committees including our Advice and Solutions Committee and our Operating Improvement Group.

I am a Chartered Financial Planner and hold a master’s degree in international development.

A bit about me:

Outside of work, I enjoy renovating my country cottage, travelling to unusual corners of the world, and spending time with friends and family.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do means to me approaching work and life with a positive mindset, proactively tackling challenges and always acting intentionally.

Contact:

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.