Kristy Sullivan
Financial Planner
Qualifications
- Financial Planner AFP® member of the Financial Planning Association of Australia
- Master of Applied Finance
- Bachelor of Economics
A goal without a plan is just a wish – I can help you achieve your goals by guiding you with the best plan to get there.
Kristy’s business philosophy is to provide quality financial advice with a high level of care and professionalism.
Kristy is well placed to guide you towards realising a secure and rewarding financial future.
Kristy is authorised to provide you with advice (both general and personal) and deal in the following financial products:
- Deposit products
- Superannuation & Retirement Savings Accounts
- Life insurance, including investment and risk insurance products
- Managed investments (excluding Investor Directed Portfolio Services)
- Government debentures, stocks or bonds
- Securities