Kaitlyn Brockman

Kaitlyn supports the advice team of Clive Morrissey and Gregory Dunlop with portfolio and client work and is participating in Asteri’s Adviser Development Program. She works alongside James Dargaville and Kristina Spadaro to service high net worth families and not-for-profit organisations.

Kaitlyn is responsible for investment execution, cash management, reconciliation, reporting, corporate actions, portfolio administration, settlement of a diverse range of products for both domestic and international platforms and is a regular contact for clients.

She completed her Bachelor in Business at the Queensland University of Technology, with a major in Accounting and second major in Finance. Kaitlyn has completed Regulatory Guide 146, holds a Graduate Diploma in Financial Planning, and is in the process of completing her professional year under the experienced team of Clive Morrissey and Gregory Dunlop.