---
title: Katrina Pulbrook - RJS Wealth Management
description: Katrina is passionate about securing the financial future of her clients.   With in excess of 25 years in the financial services sector and extensive experience in private and business banking, she truly knows what it takes to turn her clients dreams into reality and often beyond.
image: https://info.rjsanderson.com.au/hubfs/RJSWM/Exec%20Profiles/Katrina%20Pulbrook%20thumb%20400x400.png
---

### 1300 27 28 29

[![](https://info.rjsanderson.com.au/hubfs/raw_assets/public/Modoras_August2020/images/Sanderson_Logo_new.jpg) ![](https://info.rjsanderson.com.au/hubfs/raw_assets/public/Modoras_August2020/images/Sanderson_Logo_new.jpg)](https://www.rjsanderson.com.au/)

# Katrina Pulbrook

Executive Planner

![Katrina Pulbook](https://info.rjsanderson.com.au/hubfs/Modoras/FSCG/RJS/Exec%20Profiles/Katrina%20Pulbook.png "Katrina Pulbook")

# Qualifications

- Certified Financial Planner
- Diploma of Financial Planning
- Expertise in: 
    - Superannuation, including Self-Managed Superannuation
    - Financial Planning
    - Investment Advice
    - Retirement Planning
    - Life and Income Protection Insurance
    - Inter-generational Wealth Management
    - Strategic Management
    - Cashflow and Debt Management
    - Business Advisory

# Professional Memberships / Achievements

- Member, Financial Planning Association of Australia
- Barron’s Top 150 Financial Advisers List for 2025

 

![Barrons Seal 2025](https://info.rjsanderson.com.au/hs-fs/hubfs/Barrons%20Seal%202025.png?width=250&height=250&name=Barrons%20Seal%202025.png "Barrons Seal 2025")

# Katrina Pulbrook - Executive Planner

*"Financial success is not about taking quick wins, it’s about   
taking strategic action in order to grow, manage and protect what’s  important."*

Katrina is passionate about securing the financial future of her clients.   With in excess of 25 years in the financial services sector and extensive experience in private and business banking, she truly knows what it takes to turn her clients dreams into reality and often beyond.

Dedicated to *making the difference* to each life she touches, Katrina believes that in order to optimise a client's financial outcome, she needs to leave no stone unturned to ensure each facet of their financial life is maximised. With this belief, Katrina is well-placed to guide clients through this complex financial world in which we live.

“Nothing makes me prouder than to see my clients experience the peace of mind that comes with advice from an experienced financial professional. Along with the lifestyle we create along the way. Creating financial possibilities that they never thought possible.”

Katrina’s personal philosophy is to take clients to new heights with a sustainable financial journey, whilst protecting them and their family.

[katrina.pulbrook@rjswm.com.au](mailto:katrina.pulbrook@rjswm.com.au)

[www.rjsanderson.com.au](http://www.rjsanderson.com.au)

[03 9794 0010](tel:03%209794%200010)

Paula

Very helpful and informative. Communication is great.

Jac

We saw the opportunity to promote the awesome female financial advisors like Katrina who is still my advisor to this day. You are an inspiration helping other change their lives. 🙏

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 Accounting, taxation, business advisory and consulting services are offered through RJ Sanderson & Associates Pty Ltd ABN 71 060 299 783. Credit services are offered through a professional referral service with RJS Loan Solutions Pty Ltd ABN 25 123 033 116, Australian Credit Licence No. 393942. Wealth management, financial services, and insurance services are offered through a professional referral service with RJS Wealth Management Pty Ltd ABN 24 156 207 126, a corporate authorised representative (No. 438158) of Modoras Pty Ltd. Modoras Pty Ltd ABN 86 068 034 908, Australian Financial Services and Credit Licence No. 233209 is located at Level 3, 50-56 Sanders St, Upper Mt Gravatt Q 4122

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