As an active member of the Financial Planning Association and a principal member of the firm, Kristie’s 28 years experience as a financial adviser is impressive. Providing bespoke financial solutions to her clients with complete transparency, Kristie loves working with people and is focused on her client’s success.
Authorised Representative No. 239694
Qualifications
- Bachelor of Business (Banking and Finance)
- Certified Financial Planner
- Diploma of Financial Planning
- Tribeca – Self Managed Super Funds
Kristie specialises in giving advice in the following disciplines:
- Guidance on budgeting and goal setting
- Investment planning
- Superannuation and Retirement planning
- Centrelink maximisation
- Risk and Insurance analysis
- Business succession planning
- Gearing strategies
- Debt management
- Estate planning
- Aged Care specialist
Kristie is a working mum with two teenage children and enjoys an active, outdoor lifestyle in her spare time.