Kate Willetts

Kate Willetts is an experienced professional in client services and team leadership with a solid background in financial and wealth management. Currently serving as Client Services Team Leader at UniSuper since December 2021, Kate previously held key positions including Lead Administration Coordinator at Loudon & Vaughan Private Wealth and National Client Service Leader at Mercer Australia, where responsibilities included HR management, staff mentoring, and performance evaluations. Prior roles as Client Services Manager at Stature Financial Group involved coaching teams during significant industry changes, while earlier experience includes positions at Integral Asset Management Financial Planners and Challenger Limited, focusing on client administration and business development. Kate's extensive expertise encompasses team development, process improvement, and client relations.