Kristen Scharenberg

Seagrims - Your Financial Planners

5.00
2 Reviews
Gold
22 Yrs Experience
Port Augusta, SA 5700

Recent reviews

Seagrims - Your Financial Planners

12 Marryatt Street
Port Augusta, SA 5700

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Bachelor of Business (Management Information Systems)
  • Language spoken
    • English

Licensed by

Ad Advisory Services

AFSL 237058

5.00
2 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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5.00

"Kristen has helped me understand my needs and how to meet them, even in emergencies, unexpected circumstances. I rely on her to keep me on track with my account."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kristen has always been able to give me advice in setting up my Super Fund and in managing it.Kristen has helped manage my payments in a way that is easy for me to understand.. I have confidence in the advice that Kristen gives as her knowledge and experience, have always been the best for my needs.. When ever I see Kristen, she gives me her full attention and I never feel rushed and is ready to answer any questions I may have. She makes me feel that I matter to her.."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Business (Management Information Systems)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
2001

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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