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Katerina Sousalis

Executive Planner

katerinasousalis_img1
  • Diploma of Financial Planning
  • Bachelor of Visual Design – Interior Design
  • Authorised Representative – Financial Planning
  • 2016 Finalist Independent Financial Adviser (IFA) Excellence Awards: Best Client Servicing Individual
  • Member Financial Planning Association of Australia
  • Women In Finance Awards 2018 - Katerina Sousalis
  • Financial Planner Finalist 2018 - Women In Finance Awards
  • Best Client Servicing Individual 2018 - Katerina Sousalis
  • Best Client Servicing Individual

Katerina is a long standing member of the Modoras team, joining the company in 1997. Trusted by clients as a financial planner with an exceptional level of care, Katerina believes that establishing trust and rapport is a significant factor in achieving outstanding results for her clients. “It’s easy to do what a client asks. My challenge is to encourage clients to see a new level of success – one they wouldn’t have thought possible – and promote a new depth of thinking.”

The ability to strike a balance between what a client wants and what a client could have is also an essential component in the success of these outcomes. Showing clients what more is possible and exciting them about new opportunities is the difference between a good financial planner and a brilliant one.

Katerina’s continued success is evident from the number of referrals and praise she receives from a growing list of loyal clients. It’s not unusual for clients to drive considerable distances from country Queensland to engage with her because they have established a relationship built on trust and a deep understanding of what’s important. “Taking the time to really listen to clients and understanding that every client’s wants and needs are unique enables me to effectively convert ‘words’ into tangible actions that lead to consistent, measurable results.”

Katerina’s personal philosophy is to maintain her values at all times, even when challenged, and to remain focused on delivering only the best possible outcomes for her clients. She is concerned by certain elements in the industry who lower their standards to achieve what are perceived as ‘quick results’ that are irresponsible and unsustainable.

With Katerina, success is not defined purely by the financial outcomes but by valued processes and a financial ‘journey’ that stands the test of time.

katerinasousalis_img1
  • Diploma of Financial Planning
  • Bachelor of Visual Design – Interior Design
  • Authorised Representative – Financial Planning
  • 2016 Finalist Independent Financial Adviser (IFA) Excellence Awards: Best Client Servicing Individual
  • Member Financial Planning Association of Australia
  • Women In Finance Awards 2018 - Katerina Sousalis
  • Financial Planner Finalist 2018 - Women In Finance Awards
  • Best Client Servicing Individual 2018 - Katerina Sousalis
  • Best Client Servicing Individual