Kristy Mitchell profile photo
5.00
3 Reviews

Kristy Mitchell

Regional Financial Planning

Gold
13 Yrs Experience
Berserker, QLD 4701

I'm a Central Queensland local and have been in the financial services industry for 20 years. I'm passionate about helping clients with their lifestyle and financial goals. I explain everything in simple easy to understand language so that the average Australian can understand. 

I'm completing my Graduate Diploma of Financial Planning and have completed my Advanced Diploma of Financial planning and a Diploma of Business. I am also a Commissioner of Declarations.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Regional Financial Planning

69 High St
Berserker, QLD 4701

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Bombora Advice Pty Ltd

AFSL 439065