Kristine brings more than a decade of experience in financial planning support, with a strong background in preparing compliant Statements of Advice (SOAs), Records of Advice (ROAs), and other financial planning documentation. With keen attention to detail, an analytical approach, and a commitment to quality, she has developed extensive expertise in supporting financial advice professionals and helping deliver positive client outcomes.
Kristine contributes her technical knowledge, problem-solving skills, and strategic mindset to further the firm’s commitment to providing high-quality financial advice and client service. She is RG146 certified and holds a Diploma of Financial Planning as well as a Master of Business Administration (MBA), combining strong industry knowledge with a broader business perspective.
Beyond her career, Kristine is a certified dog behaviour trainer and passionate dog enthusiast. She enjoys spending time with her dogs, whether hiking scenic trails, trekking through the outdoors, or enjoying adventures on the water. She also participates in competitive dog sports, combining her love of training, teamwork, and adventure with her canine companions.
