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Catherine Robson

Catherine Robson

CEO, Affinity Private
Director, WIRE Women’s Information
Director, Equity Trustees Superannuation Limited

Current Positions

CEO, Affinity Private
Director, WIRE Women’s Information
Director, Equity Trustees Superannuation Limited

Previous Positions

Adviser, Macquarie Private Wealth
Senior Manager Financial Planner, NAB Private Wealth

Catherine is the founder and CEO of award winning financial planning practice, Affinity Private. She has been delivering strategic financial planning advice and investment management for private clients for over 17 years.

Catherine was the 2013 AFA Female Excellence in Advice Award winner and in 2010 was named Financial Planner of the Year by both Money Management Magazine and the Australian Private Banking Council.

Prior to founding Affinity Private, Catherine held advisory roles with both NAB Private Wealth and Macquarie Private Wealth.

With an honors degree in law focusing on corporate governance and a masters degree majoring in tax, Catherine has a keen interest in the technical aspects of personal finance.

As an early adopter of flat dollar fees, running a commission free practice since 2008, Catherine is an advocate of the benefits for both consumers and advisers of remuneration models which most closely align adviser and client interests.

Catherine has a passion for financial literacy and economic empowerment for women and sits on the board of not for profit organization, WIRE Women’s Information. She is also an expert presenter and columnist for VicSuper’s Super Women Money program.

Areas of Expertise

Finance Banking, Financial Advisory Services, Financial Regulation, Insurance, Investment Management and Funds, Social Investment, Superannuation
Not for Profit Women

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