Kristy MacDonald
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Kristy MacDonald Certified Financial Planner |
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Experience Kristy has over 10 years experience in the Financial Planning Industry and has been an Authorised Representative since 2001. Qualifications Kristy has completed a Bachelor of Business (Management) at the University of Southern Queensland. She has also attained Certified Financial Planner (CFP) certification which is the highest professional certification than can be awarded to a financial planner. Additional Information As a result of our 22 year history, we have today a diversified client profile. We concentrate on providing appropriate advice and at the same time challenge our clients to think outside the nine dots. We can provide you with investment tools for self-managed super as a low cost alternative to funds offered by the large institutions. Financial Services Guide (FSG) I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link. |
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Terry founded what now is Accrue Financial Group in 1987. He is still
actively involved on a daily basis with providing our clients with
advice and guidance. Terry has attained CFP certification which is the
highest professional certification that can be awarded to a financial
planner.
Kristy has 10 years experience in the Financial Planning Industry. Kristy's focus is on providing excellent service to our existing and new clients.