Catherine is a Senior Relationship Manager at Iress with over 2 decades of experience working alongside financial advice practices.  Her background spans platforms, investments, wealth technology, adviser education, business development and relationship management, giving her a broad perspective on the opportunities and challenges facing advice businesses today.  Catherine particularly enjoys learning and sharing knowledge about the practices and traits that drive success for advice firms: clear client propositions, efficient workflows, strong compliance, product selection, effective use of technology, and meaningful client engagement.  In her role at Iress she gets to work directly with some of Australia's largest advice businesses doing exactly that.