Senior Associate (BA Pure & Applied Maths)
Kathy has been in Financial Services for just over 3 years and specialises in business development and finding new clients who require advice on tax mitigation especially on CGT, Estate Planning and Inheritance taxes. She also focuses on retirement planning, offshore property investments and UK pension transfers.
She is highly organized and keeps track of the growing business base whilst enjoying networking and bringing new clients on board.
Originally from Blackpool, UK, she graduated from Liverpool University with a degree in Pure and Applied Mathematics. She then moved to Dubai and started her career with Dow Jones Telerate selling financial market information systems into dealing rooms and treasuries and subsequently became the technical analysis expert in Bahrain then Johannesburg after transferring there.
Her move to South Africa in 1997 was life changing and soon she progressed from dealing rooms to the banks’ payment systems then onto selling BPM software solutions, leadership training and the OD space and now into financial services and wealth management.
Her passion for sales and relationship management has been carried through in all of her jobs, whether direct or as a manager. The customer comes first and is ALWAYS right…. well almost always……
Kathy has two sons, one in final year at school and the other just qualified and started work as an Architect. Both are in Johannesburg. She enjoys wine tasting, travelling, watching international rugby, (having played 7s for 5 years in the ME), and flying to remote parts of Africa and camping under the stars.
Favourite Quote: “Not everything that counts can be counted, and not everything that can be counted counts” – Einstein
+27 (0)11 064 1634
LinkedIn Profile: Kathy Burke