Go back

Kate Lilley

Wealth Management Associate

Kate Lilley supports the Dunedin Wealth Management Advisory team and ensures the efficient day-to-day functioning of their business. 

Kate joined the Dunedin office in July 2024, prior to joining the firm she has worked in office management roles across a range of industries such as, educational institutions, health, energy and more recently, transport and infrastructure.

Outside of work, Kate values time with family (including Lola the spoodle dog) and friends, making the most of beautiful Central Otago, walking half marathons and attending live theatre or local events.

CONTACT