Kate Borch

She was named Count Financial Group Adviser of the Year for 2025, as a joint winner.

Kate has more than 25 years in accounting and finance. She started at what is now Findex in 1999 and spent 25 years there, working her way to Partner and Associate Partner in the Colac practice. After 15 years in accounting she moved across to financial planning, becoming a registered financial adviser in 2016, and she holds both the CPA designation and a Master of Financial Planning. That combination of accounting depth and planning qualification is unusual, and it is why clients with self-managed super funds, business structures and aged care decisions tend to be referred to her.

Kate joined Vista Financial Group in May 2024 to open and lead the Colac office, extending Vista's presence into regional Victoria. She specialises in self-managed super funds, wealth creation, retirement planning and aged care financial advice, and she holds the Accredited Aged Care Professional accreditation from Aged Care Steps.

In 2026 Kate was invited to speak in the opening session of the Phoenix Series, “Rising Strong: Stories of Resilience in Finance”, a program focused on the retention and progression of women in financial advice.