Mar 2020 - Present
AeroLeads people directory · profile
Kristyn Nelson Email & Phone Number
Financial Planning Professional -Practice Management, Paraplanning, Compliance
at
Heard Financial
1 work email found
@heardfinancial.com.au
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Planning Professional -Practice Management, Paraplanning, Compliance
Location
South Australia, Australia, Australia
Company size
Who is Kristyn Nelson? Overview
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Quick answer
Kristyn Nelson is listed as Financial Planning Professional -Practice Management, Paraplanning, Compliance at Heard Financial, a company with 5 employees, based in South Australia, Australia, Australia. AeroLeads shows a work email signal at heardfinancial.com.au and a matched LinkedIn profile for Kristyn Nelson.
Kristyn Nelson previously worked as Operations Manager at Heard Financial and Business Manager at Capital Plan Pl. Kristyn Nelson holds Graduate Certificate In Financial Planning, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at Heard Financial
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{first_initial}{last}@heardfinancial.com.au
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AeroLeads found 1 current-domain work email signal for Kristyn Nelson. Compare company email patterns before reaching out.
Profile bio
About Kristyn Nelson
My experience includes leading paraplanning and client services teams, managing business workflows, providing technical & compliance support to Financial Advisers.
Current workplace
Kristyn Nelson's current company
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Heard Financial
6 roles
Kristyn Nelson work experience
A career timeline built from the work history available for this profile.
Business Manager
Capital Plan Pl
Manage the client service and paraplanning teams, including recruiting and training new staff and performance management where required.Provide ongoing education and training for client service and paraplanning staff.Manage workflow across all areas of the business, including new client onboarding and ongoing client reviews.Provide coaching to the.
Feb 2016 - Dec 2019
Senior Paraplanner
Capital Plan Pl
Preparation of complex Statements of Advice.Ensure the business maintained strict compliance standards. Preparation of client portfolio reviews including analysis of current strategies and investment performance.Complex projections/modelling using XPLAN XTools+ Assisting advisers to develop and refine strategies.Product and technical research.Risk.
Mar 2012 - Feb 2016
Paraplanner
Optimal Financial Services
Prepare complex Statements of Advice for a wide range of clients, including high net worth individuals and Self Managed Super Funds.Review and edit Statements of Advice prepared by other Paraplanners.Prepare client portfolio reviews including analysis of all in-place strategies.Analyse client insurance needs, prepare quotes and make recommendations for.
Mar 2011 - Mar 2012
Paraplanner And Client Service Manager
Geoffrey J Howe Pty Ltd
Prepare Statements of Advice and strategic reviews for a wide range of clients.Research and provide advice to the Financial Planner regarding legislation, strategy and financial products.Analyse risk insurance needs for clients and prepare quotes for presentation.Maintain client records and ensure compliance requirements were met.Attending to client.
Mar 2003 - Mar 2011
Member Services Officer
Statewide Super
Assist existing and prospective members with their queries regarding superannuation, account-based pensions and general membership of the Fund by telephone and in person.Reconcile employer and member accounts.Assess claims for early release of superannuation due to death, total and permanent disablement and on compassionate grounds.
Oct 1999 - Mar 2003
Team & coworkers
Colleagues at Heard Financial
Other employees you can reach at heardfinancial.com.au. View company contacts for 5 employees →
DZ
Danielle Zadow
Colleague at Heard FinancialGreater Adelaide Area, Australia
View →
LH
Lilli Heard
Colleague at Heard FinancialAdelaide, South Australia, Australia, Australia
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EC
Emilia Centofanti
Colleague at Heard FinancialAdelaide, South Australia, Australia, Australia
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TH
Troy Hampton
Colleague at Heard FinancialGreater Adelaide Area, Australia
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DW
Daniel Wright
Colleague at Heard FinancialMile End, South Australia, Australia, Australia
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NH
Nicholas Heard
Colleague at Heard FinancialGreater Adelaide Area, Australia
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LM
Luke Matthews
Colleague at Heard FinancialMawson Lakes, South Australia, Australia, Australia
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Danielle Zadow
Colleague at Heard FinancialGreater Adelaide Area, Australia
View →
LH
Lilli Heard
Colleague at Heard FinancialAdelaide, South Australia, Australia, Australia
View →
EC
Emilia Centofanti
Colleague at Heard FinancialAdelaide, South Australia, Australia, Australia
View →
TH
Troy Hampton
Colleague at Heard FinancialGreater Adelaide Area, Australia
View →
DW
Daniel Wright
Colleague at Heard FinancialMile End, South Australia, Australia, Australia
View →
NH
Nicholas Heard
Colleague at Heard FinancialGreater Adelaide Area, Australia
View →
LM
Luke Matthews
Colleague at Heard FinancialMawson Lakes, South Australia, Australia, Australia
View →
4 education records
Kristyn Nelson education
Graduate Certificate In Financial Planning, Financial Planning And Services
Advanced Diploma Of Financial Planning, Financial Planning And Services
Diploma Of Financial Planning, Financial Planning And Services
Advanced Diploma Of Financial Services (Superannuation Management), Finance And Financial Management Services
FAQ
Frequently asked questions about Kristyn Nelson
Quick answers generated from the profile data available on this page.
What company does Kristyn Nelson work for?
Kristyn Nelson works for Heard Financial.
What is Kristyn Nelson's role at Heard Financial?
Kristyn Nelson is listed as Financial Planning Professional -Practice Management, Paraplanning, Compliance at Heard Financial.
What is Kristyn Nelson's email address?
AeroLeads has found 1 work email signal at @heardfinancial.com.au for Kristyn Nelson at Heard Financial.
Where is Kristyn Nelson based?
Kristyn Nelson is based in South Australia, Australia, Australia while working with Heard Financial.
What companies has Kristyn Nelson worked for?
Kristyn Nelson has worked for Heard Financial, Capital Plan Pl, Optimal Financial Services, Geoffrey J Howe Pty Ltd, and Statewide Super.
Who are Kristyn Nelson's colleagues at Heard Financial?
Kristyn Nelson's colleagues at Heard Financial include Danielle Zadow, Lilli Heard, Emilia Centofanti, Troy Hampton, and Daniel Wright.
How can I contact Kristyn Nelson?
You can use AeroLeads to view verified contact signals for Kristyn Nelson at Heard Financial, including work email, phone, and LinkedIn data when available.
What schools did Kristyn Nelson attend?
Kristyn Nelson holds Graduate Certificate In Financial Planning, Financial Planning And Services from Kaplan Professional.
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