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Yi Xia Financial Planning Support Officer

Yi Xia Financial Planning Support Officer

Apr 01, 2021

Yi has solid client services and administration experience in Financial Planning industry, with an in-depth knowledge of financial services and products. Yi provides quality service and support to a number of financial advisers. She is passionate about helping clients... read more
Kristy Watson Finance Administrator

Kristy Watson Finance Administrator

Mar 09, 2021

Kristy has been working in the finance industry for over 20 years and started her journey working for one of the four big banks where she progressed her career into a Credit Managers role, which gave her an in-depth understanding of the industry. Kristy has great... read more
Nathan Tiberi Financial Advisor

Nathan Tiberi Financial Advisor

Mar 09, 2021

Nathan has worked in the Financial Planning industry since May 2000. Nathan currently holds an Advanced Diploma of Financial Services (Financial Planning). He is passionate about working closely with clients to achieve their financial & lifestyle objectives whilst... read more
Kris Tiberi Financial Advisor

Kris Tiberi Financial Advisor

Mar 07, 2021

Kris has over 15 years’ experience in the financial planning industry and holds a Bachelor of Commerce. Kris is an expert in delivering wealth protection, wealth creation, and retirement planning solutions to clients of all backgrounds. Authorised Representative... read more
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