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Bernadette is an accomplished, financial services professional with more than 25 years' experience in senior executive management roles.
She has overseen distribution, marketing, product development and investor relations for Bankers Trust Australia, MCS Property, Centro Properties Group, Portfolio Partners Limited and Orchard Funds Limited.
Bernadette is responsible for investor and adviser relations, communications, marketing, and capital raising, and prides herself on always being available to speak with investors and advisers and answer their queries.
“I am always happy to take the time to explain to people what the investment fundamentals are and how their money will be invested. I am aware that people are giving us their hard-earned money and that is an incredible trust we have earned. Whether they are investing $10,000 or $1,000,000, we treat their investment with great care, and we aim to provide a very personalised experience that I think is often missing these days.”
Bernadette has also personally invested in all of the KM Property Funds assets, and is Senior Associate of the Financial Services Institute of Australasia (FINSIA) and a Director at KordaMentha.
While Bernadette is not a fan of exercise, she does love horses and is surrounded by them on her property just outside of Melbourne.
She also reads fiction to relax.