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Katrina Dawson

Financial Planning Support


With a background in both Music and Accounting and Finance, Katrina made the switch to financial services and joined Acumen Financial Planning in September 2023, supporting the planners and paraplanners from within the admin team.

What do you enjoy doing in your spare time? 

“Family time, seeing friends, cinema/theatre (when we get a child-free evening!) snowboarding when we can get away or the weather’s right here.”

What is your favourite thing about working at Acumen Financial Planning? 

“The culture is warm, friendly and inviting to a newcomer!” 

What is the best piece of advice you’ve ever been given (personally or professionally)?  

“Knowledge is power.” 

What is your proudest career achievement?  

“Each professional exam I’ve passed makes me feel pretty proud!”