Katelyn Behan

Katelyn is a LIA Certified Financial Advisor and hold a Diploma in Human Resources Management and Servicesdedicated. She is a detail-focused advisor who keeps the administrative side of client services running smoothly. She looks after everything behind the scenes—from onboarding clients and keeping records up to date to processing life, pension, and investment applications.

As a qualified financial services professional, she plays a key role in updating financial plans, organising client meetings, and ensuring compliance standards are met. With experience in member services and employee benefits, she brings valuable insight to her work with both individual and corporate clients.

Outside the office, Katelyn enjoys walking, reading, spending time with friends and family, and planning her next holiday. Whenever you see her you can be sure she'll meet you with a warm smile. and a helpful attitude.