Client Relations Manager
Cert III (Business)
Kristy Churchill is a Client Service Officer with over 15 years’ experience in the financial planning industry. With experience ranging from reception to practice management, Kristy is well-versed in all aspects of the industry, including client and business administration, marketing, business acquisitions, systems and operation management and HR. Her goal is to help clients understand and implement their financial advice in simple terms, making the advice process less daunting.
Kristy's passion for educating children in the simple day-to-day activities of finance and how to manage money inspired her to pursue her current profession. She started her career in advice buying and selling shares for a broker, after seeking a change from local government, and has never looked back.
Helping clients to understand what is being recommended to reach their ultimate financial goals is what Kristy enjoys most about her job. With her qualifications in Cert III Business and extensive experience in the financial planning industry, Kristy is well-equipped to assist clients, and she is committed to helping them understand and implement their financial advice in a clear and straightforward manner, providing a positive and reassuring experience for all.
Outside of work, Kristy enjoys staying active with fitness and sports, exploring her local region with hikes and food stops and selling homewares, linen and other items. Kristy's #1 item on her bucket list is a trip to New Zealand to explore the very South (Scottish influenced) of the South Island.