Kirstin

Kristin Bishop

Certified Financial Planner

Working with clients, utilising comprehensive financial strategies to achieve their personal financial goals. Offering a complete solution to each person’s financial needs both now and in the future.

Specialising in:

  • Wealth Accumulation Strategies
  • Personal Wealth Protection
  • Mortgage Broking and Debt Management Strategies
  • Retirement Planning, incorporating Centrelink liaison

Qualifications

  • Certified Financial Planner® FPA (2016)
  • Bachelor Commerce, University of Melbourne (2007)
  • Advanced Diploma of Financial Services, (Financial Planning) (2009)
  • Life Risk Specialist (LRS®), FPA (2010)
  • Diploma of Financial Services, (Finance and Mortgage Broking Management)
    (2011)