Katie

Katie Burgess

Katie has been with Efficient Portfolio since March 2016, working her way up from business administration to a paraplanning position. She has achieved her Diploma in Regulated Financial Planning and is currently working towards chartered status. Her goal is to become a Chartered Financial Planner.

Likes: Music, festivals, travelling, socialising, food
Dislikes: Peanut butter, global warming
Favourite pastime: Exploring, mountain biking, running, going to the gym
Favourite artist/band: Luke Combs or John Mayer
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