Kate Holmes, CFP®

Kate Holmes, CFP® is the director of stakeholder engagement at Financial Planning Standards Board (FPSB). Her primary areas of focus are existing and potential member engagement, global consumer groups, international firms, and marketing and communications.

Kate is a CFP® professional, practicing financial planner, and an international speaker on fintech-enabled financial planning.

Prior to joining FPSB, she focused on her virtual financial planning practice and served as a CFP Board Brand Ambassador and volunteer on CFP Board’s Women’s Initiative Council.

She received her bachelor’s from RMIT University in Melbourne, Australia.