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Modoras Executive Planner named Finalist in the Women in Finance Awards 2018

2018-09-07T16:53:21+00:00

Modoras Executive Planner named Finalist in the Women in Finance Awards 2018

Katerina Sousalis, one of the Finalists Women in Finance Awards 2018

Executive Planner, Katerina Sousalis, has been shortlisted as one of ten finalists to win Financial Planner of the Year in the prestigious Women in Finance Awards 2018.

The Women in Finance Awards, which covers 28 categories, highlights the outstanding work of women within financial services and puts them on a national stage to support the continuing growth and development of women in the financial arena.

Katerina’s success is created by her ability to build deep relationships and coach clients to help address every facet of their financial life. Leaving no stone unturned to find what more is possible for them and their family.

“Katerina genuinely cares for each and every client. Sharing her financial intelligence, empowering them to make well-informed financial decisions, every step of the way.’ said Group Managing Director, Peter Sarai.

“Our recognition acknowledges the excellent contribution Katerina and Modoras makes to our communities reinforcing the strength of the Modoras ethos in making the difference to each life we touch, working with our clients to help them work towards achieving their lifestyle potential.” Peter said.

The winners will be announced at a black-tie awards dinner on Thursday, 20 September at The Star, Sydney.

Testimonials

“There are things I must do in the next five years to make that happen, but I know what they are and am working towards them. This is a much happier prospect than what I believed would be my lot when I reached retirement age.”

Scharlaine

“I will remain with them as they have been great to me for many many years.”

Sharn

“I’ve been a customer for several decades(scary how time flies). The service has always been impeccable, consistent, friendly.”

Colleen

“Very happy with the ease of experience. And extremely happy with my return…much more than I anticipated.”

Angela

“The process suits me perfectly, the details and everything you need from me is provided. You then review and I come in to sign where appropriate. In a busy schedule, it suits me perfectly.”

Richard

“Our business with Modoras is always very professional and friendly making it a pleasure to attend.”

Peter & Merle

“I have recommended Modoras to friends and family. My sister in law is now a client.”

Glenn

“Professional service with the personal care factor.”

Kathy

“We are very happy with the service that Modoras have provided and find all staff very friendly and helpful.”

Tom

“Super friendly staff . Would recommend and have recommended.”

Danielle

“We really enjoy the hospitality every time we visit the office, to meet and talk directly with the ‘Modoras family’ has a huge impact in entrusting our financial future.”

Robert

“We have built an excellent business rapport with our Accountant over many, many years. He has managed both personal and business tax and accounting matters for us. It is a pleasure to attend the lovely office in Mt Gravatt. The Reception staff are friendly and efficient. AND they make a great coffee!”

Rosemary

Financial Planning and Credit services are offered through Modoras Pty Ltd ABN 86 068 034 908. Australian Financial Services and Credit Licence No. 233209.
Accounting services are offered through Modoras Accounting (QLD) Pty Ltd ABN 81 601 145 215, Modoras Accounting (VIC) Pty Ltd ACN 145 368 850 and Modoras Accounting (SYD) Pty Ltd ABN 18 622 475 521

Copyright Modoras 2018. All Rights Reserved.