Kirsten Williams

Review Services Officer

Review Services Officer

About

Kirsten has been a welcomed addition to the team since she joined at the end 2017 thanks to friendly nature and her positive, diligent approach to work. Kirsten spent two years living and working in the United Kingdom where she discovered her desire to help people financially.

Qualifications

Having recently graduated with a Bachelor of Business majoring in Accounting and Management along with five years of experience working in accounts at a number of large companies. Kirsten is currently working through her Diploma in Financial Services with the aim of becoming a Financial Advisor.

Role

Kirsten works diligently behind the scenes supporting our financial advisors with all things relating to our clients. As the point of contact for many clients, she assists our financial advisors with client review meetings as well as implementing updates to their strategy as they are required to ensure they’re on track to meet their goals.

Outside of Work

On the weekends you’ll find Kirsten active in the outdoors either hiking up nearby mountains or spending time at the beach with friends. Keeping things sporty Kirsten also enjoys playing touch football, jogging or taking her dogs on adventures.