Kristy Balzan
Workplace Benefits Consultant & Financial Adviser

Biography

Working in the financial services industry since 2005, beginning her career working in Self-Managed Superannuation and later transitioning into Corporate Superannuation and Insurance. It was during this time that Kristy realised she had a passion for education and supporting those with broader financial needs leading her into financial advice.

Kristy believes it’s essential that employers have the highest caliber benefits to attract and retain talent. Kristy helps companies find the right superannuation and insurance arrangements for their business and employees. From here she builds a foundation of financial wellbeing with education and ongoing support giving employees the confidence to understand their superannuation and insurance as well as other financial matters. Kristy strives to make what can be complex topics simple and enjoys connecting with people in their workplace.

Kristy travels nationally meeting with our employers and their employees right across the country presenting education seminars and meeting with people on an individual basis. 

“There are real tangible benefits in education and advice; we see these play out in our clients’ lives every day who are achieving financial freedom.”

Kristy also loves being outdoors; hiking, being at the beach and taking the kids to explore what our beautiful country has to offer.

Qualifications

 

  • Graduate Certificate in Financial Planning
  • Diploma of Financial Planning
  • Association of Financial Advisers member
  • Justice of the Peace
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