Katrina McPhee is a dedicated audit professional with six years of industry experience, five of which she has spent at Allen Audit & Advisory. Starting her career with KMP Sydney in 2018, Katrina joined Allen Audit & Advisory in 2019 and developed into the role of Audit Manager in 2023. She specialises in trust account audits and brings in-depth expertise in auditing not-for-profits and Australian Financial Service Licensed entities.
Katrina holds a Bachelor of Business, majoring in Accounting from Griffith University, is a Chartered Accountant registered with CAANZ, and has obtained a Certificate of Public Practice. Her qualifications and hands-on experience enable her to provide clients with tailored guidance, particularly in enhancing business processes, compliance, and reporting requirements.
Katrina finds the structured nature of auditing rewarding, appreciating its balance of regulatory adherence and problem-solving nuances. Each client engagement presents unique challenges, fuelling her passion for troubleshooting and developing customised solutions.
In her client relationships, Katrina prioritises three key objectives: timely, clear, and friendly communication; a supportive approach that emphasises adding value beyond standard audit processes; and an open, relaxed dialogue to ensure an efficient and productive audit experience.
Katrina values Allen Audit & Advisory’s client-first culture and focus on teamwork and professional growth, which allows the team to deliver thorough audits and strategic recommendations. She sees the industry shifting toward AI, ESG reporting, and cybersecurity, and is confident in the team’s readiness to navigate these changes with AI-enhanced auditing, comprehensive ESG and cybersecurity services, and a deep commitment to accuracy and client success.
