Britt Kingsley

Wealthpool Advisers Pty Ltd

Platinum

11 Yrs Experience

Chatswood, NSW 2067

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With over a decade of experience as a Financial Adviser, I’m dedicated to guiding individuals and families towards their financial aspirations. As a Partner at Wealthpool Advisers, my focus is on delivering tailored financial planning and wealth management solutions that align with each client's unique needs.

With a Bachelor of Financial Advising, double major in financial planning and accounting, I have a solid foundation of knowledge and expertise. My commitment to excellence is evident through my achievement of the top exam mark in Australia for the Certified Financial Planner 3 Module, alongside my ongoing dedication to continuous learning.

My passion lies in assisting families and individuals in navigating the complexities of financial planning. Through close collaboration with clients, I develop clear and actionable financial strategies, empowering them to make informed decisions to achieve and preserve their financial independence. I firmly believe that with the right guidance and strategies in place, individuals can focus on enjoying the things they love in life.

Outside of work, I am a proud mum of two boys who keep me busy and active. Balancing personal wellness with professional excellence is key to my success, and I strive to inspire others to do the same.

Superannuation
Retirement & Pension
Shares & Investments
Tax Strategies
Growing Assets

5.00 September 2024

Britt is very personable and I feel at ease speaking with her. At the same time she is so competent and knowledgeable in all areas of fund management and the growth of my portfolio. She has given me peace of mind that my investment is in good hands so that I do not feel any stress for the future. She is generous with her time and is always patient in making sure that she fully addresses any issues I may have. I would highly recommend her to anyone.

5.00 May 2024

Britt communicates clearly and professionally, whether it be by phone, email or in person at meetings. Her knowledge is extensive and I am confident in her experience.

5.00 March 2024

Working with Britt has been an absolute game-changer for me. Her expertise and guidance have not only helped me secure my financial future but have also given me peace of mind. Britt's personalised approach and commitment to understanding my goals have exceeded my expectations and made me feel understood and valued.

5.00 March 2024

I have a great relationship with my financial adviser, Britt. She is wonderful to deal with, and I truly value the consistent support she provides. Having the guidance of such a trusted adviser gives me confidence and peace of mind in retirement. I would highly recommend Britt to others.

5.00 February 2024

As we approach retirement, we sought advice from Britt to understand our options and the best way to manage our money as we enter the next phase of our lives. We now feel confident about our retirement plans and flexibility in our choices. Britt is available when we have questions, and I highly recommend her services. Britt always returns emails and calls and is great to work with- her expertise is evident and we are extremely satisfied with her services.