Kristy Mitchell

Kristy Mitchell Email and Phone Number

Practice Manager and Senior Risk Adviser at Regional Financial Planning @ Regional Financial Planning
australia
Kristy Mitchell's Location
Rockhampton Area, Australia
About Kristy Mitchell

Leading a team of life insurance specialists to deliver exceptional service to ensure each client is adequately insured against life's unexpected. We have 5 advisers in 3 locations on the Queensland coast under two different brands within the QIB Group.

Kristy Mitchell's Current Company Details
Regional Financial Planning

Regional Financial Planning

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Practice Manager and Senior Risk Adviser at Regional Financial Planning
australia
Employees:
6
Kristy Mitchell Work Experience Details
  • Regional Financial Planning
    Practice Manager And Senior Risk Adviser
    Regional Financial Planning Jun 2020 - Present
    Rockhampton, Queensland, Australia
    I lead a Risk Specialist practice overseeing four advisers and six support staff across four locations under two distinct brands on the east coast of Queensland. Our practice is dedicated to delivering top-notch customer service through tailored insurance advice. Based in Rockhampton and Brisbane, we provide comprehensive advice on Life, Total and Permanent Disability, Trauma, and Income Protection Insurances to clients across Australia.
  • Regional Financial Planning
    Senior Financial Planner
    Regional Financial Planning Aug 2010 - Present
    69 High Street, North Rockhampton
    I am a Financial Adviser who assists clients in Insurance, Superannuation, Retirement Planning and Investing.
  • Coates
    Assisant Manager
    Coates 2009 - 2010
    Biloela, Queensland, Australia
  • Suncorp
    Branch Manager / Lender
    Suncorp Feb 2006 - Oct 2007
    Biloela, Queensland, Australia
  • Commonwealth Bank Of Australia
    Senior Customer Service Offier
    Commonwealth Bank Of Australia Feb 2001 - Aug 2005
    Biloela, Queensland, Australia

Kristy Mitchell Skills

Income Protection Wealth Management Superannuation Financial Advisory Estate Planning Retirement Planning Wealth Accumulation Wealth Life Insurance Retirement Savings Critical Illness Paraplanning Investment Strategies Retirement Strategic Financial Planning Investments Debt Management Disability Insurance Financial Planning

Kristy Mitchell Education Details

Frequently Asked Questions about Kristy Mitchell

What company does Kristy Mitchell work for?

Kristy Mitchell works for Regional Financial Planning

What is Kristy Mitchell's role at the current company?

Kristy Mitchell's current role is Practice Manager and Senior Risk Adviser at Regional Financial Planning.

What schools did Kristy Mitchell attend?

Kristy Mitchell attended Cquniversity, Kaplan Australia, Kaplan Australia, Cquniversity, Fasea.

What skills is Kristy Mitchell known for?

Kristy Mitchell has skills like Income Protection, Wealth Management, Superannuation, Financial Advisory, Estate Planning, Retirement Planning, Wealth Accumulation, Wealth, Life Insurance, Retirement Savings, Critical Illness, Paraplanning.

Who are Kristy Mitchell's colleagues?

Kristy Mitchell's colleagues are Jeff Lanyon, Les Wigginton, Alex Beckmann.

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