Client Support Officer
Cate Koelmeyer, is the Client Support Officer with the Magnify Wealth Team. With a blend of academic excellence and hands-on experience, Cate brings over two years of expertise in strategic planning and client-focused solutions to the team.
Cate holds a Diploma of Business and Communication from UniSQ and is currently pursuing a Bachelor of Business with a major in Financial Planning and Behavioural Economics at QUT. This academic journey perfectly aligns with her ambition to transition into a financial advisory role upon graduation.
Cate’s journey began during high school, driven by a fascination for economics and a deep desire to assist individuals in securing their financial futures. As a CSO, I'm dedicated to guiding clients through their financial journeys with a holistic approach, ensuring personalised solutions tailored to their unique needs.
Outside of the professional arena, you'll find Cate immersed in various hobbies, from the tranquillity of reading to the thrill of water skiing and camping. This year, Cate has set an ambitious goal of running a marathon, reflecting my commitment to achieving challenging milestones.
Inspired by the holistic service approach of the Magnify Wealth team, I am committed to delivering excellence and client satisfaction.