Kate Dorfling

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Kate Dorfling - Squirrel Account Manager

About Kate

Account Manager and Mortgage Adviser | FSP No. 1006241
Squirrel Mortgages Ltd | FAP Licence No. 136364

Kate is an Account Manager who brings experience from roles at Co-operative Bank, TSB, and NZHL before joining Squirrel.

Originally from South Africa, Kate’s go-to comfort food will always be a good braai and some biltong. Outside of work, she loves fishing, reading, being outdoors, and spending time with her kids. She’s also tackled a Hyrox event, proving she’s no stranger to a challenge.

Fun fact: Kate is horse mad! She could ride a horse before she could walk!

Qualifications

NZ Certificate in Residential Lending and Life and Health Insurance (Level 5).

How Kate is paid

Kate is a salaried adviser and account manager, and is paid the same no matter which lender you choose, so there's no pressure or bias toward any particular option. At a company level, Squirrel is paid either upfront or through a combination of upfront and trail commissions by its lenders and insurance providers.

In most cases, her services are completely free, however there may be some occasions where she might need to charge a fee. For more information, please head to our mortgage advice disclosure page.

Kate's commitment to you

As a licensed financial adviser, Kate follows the rules set out by the Financial Markets Conduct Act and the Code of Professional Conduct. This means she must put your interests first, act with care, skill and diligence, be competent and ethical and treat you fairly. Kate has no relevant convictions, bankruptcies or disciplinary actions to disclose.

Squirrel Mortgages Limited holds a Financial Advice Provider Licence issued by the Financial Markets Authority (FMA).

If you’re unhappy with the advice or service you receive and want to make a complaint, you can view our complaints process here.

Kate's profile was last updated: September 2025


Kate Dorfling - Squirrel Account Manager

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It felt very simple. Super friendly/ lots of laughs. Approachable and strait forward.