Meet the Team – Kirsten Smith

Kirsten is our Client Service Officer and is responsible for providing support to our financial planners and their clients.

What are your qualifications and work experience?

Kirsten commenced working in financial services in 2022, after having spent over 24 years in retail management. Kirsten commenced as a Receptionist and has progressed into a Client Service Officer role. Kirsten enjoys working closely with clients and helping our clients achieve more.

What do you enjoy about financial planning?

I enjoy working in a team environment, how diverse my role is and that I am learning new things each day. It is satisfying coming to work each day knowing you are contributing, even in a small way, clients achieve their financial goals and improve their lives.

What is the best piece of financial advice you have ever been given?

The best piece of advice I have ever been given is a simple one – make sure you live within your means.

What do you like to do on the weekends?

When Kirsten’s head isn’t in the books studying paraplanning, she enjoys relaxing weekends eating out, and wandering around markets. Her happy place is by the water with a good book or picnic with friends and family.

What do you love about living in the Hunter region?

I feel blessed to live in the region. We have such a variety of things on our doorstep be it the valley, beach, vineyards or the lake.  It truly is an amazing part of the country. I enjoy horse riding and camping and there is so much beautiful countryside to utilise for these activities.

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