Kristy Mitchell
Practice Manager at Regional Financial Planning- Claim this Profile
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Bio
Greg Schmidt
Kristy is a fantastic addition to our Practice and has proven herself adept at all the challenges this industry places on our profession but most importantly quickly earns the trust and respect of clients. Personally I would have no problems utilising her as my Financial Adviser or recommending her to my family and friends.
Greg Schmidt
Kristy is a fantastic addition to our Practice and has proven herself adept at all the challenges this industry places on our profession but most importantly quickly earns the trust and respect of clients. Personally I would have no problems utilising her as my Financial Adviser or recommending her to my family and friends.
Greg Schmidt
Kristy is a fantastic addition to our Practice and has proven herself adept at all the challenges this industry places on our profession but most importantly quickly earns the trust and respect of clients. Personally I would have no problems utilising her as my Financial Adviser or recommending her to my family and friends.
Greg Schmidt
Kristy is a fantastic addition to our Practice and has proven herself adept at all the challenges this industry places on our profession but most importantly quickly earns the trust and respect of clients. Personally I would have no problems utilising her as my Financial Adviser or recommending her to my family and friends.
Credentials
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Member
Association of Financial Advisers (AFA)
Experience
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Regional Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Practice Manager
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Jun 2020 - Present
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Senior Financial Planner
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Aug 2010 - Present
I am a Financial Adviser who assists clients in Insurance, Superannuation, Retirement Planning and Investing .
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Suncorp Group
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Australia
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Financial Services
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700 & Above Employee
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Branch Manager / Lender
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Feb 2006 - Oct 2007
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Senior Customer Service Offier
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Feb 2001 - Aug 2005
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Education
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2018 - 2018
CQUniversity
Diploma, Business -
2011 - 2011
Kaplan Australia
Diploma of Financial Planning, Financial Planning and Services -
2016 - 2017
Kaplan Australia
Advanced Diploma of Financial Planning, Financial Planning and Services -
2019 - 2021
CQUniversity
Graduate Diploma of Financial Planning, Financial Planning and Services -
2021 -
FASEA
Financial Adviser Exam, Financial Planning and Services
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