Britt Kingsley

Wealthpool Advisers Pty Ltd

Gold
11 Yrs Experience
Chatswood, NSW 2067

With over a decade of experience as a Financial Adviser, I’m dedicated to guiding individuals and families towards their financial aspirations. As a Partner at Wealthpool Advisers, my focus is on delivering tailored financial planning and wealth management solutions that align with each client's unique needs.

With a Bachelor of Financial Advising, double major in financial planning and accounting, I have a solid foundation of knowledge and expertise. My commitment to excellence is evident through my achievement of the top exam mark in Australia for the Certified Financial Planner 3 Module, alongside my ongoing dedication to continuous learning.

My passion lies in assisting families and individuals in navigating the complexities of financial planning. Through close collaboration with clients, I develop clear and actionable financial strategies, empowering them to make informed decisions to achieve and preserve their financial independence. I firmly believe that with the right guidance and strategies in place, individuals can focus on enjoying the things they love in life.

Outside of work, I am a proud mum of two boys who keep me busy and active. Balancing personal wellness with professional excellence is key to my success, and I strive to inspire others to do the same.

Expertise

  • Superannuation
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2013
  • Years of experience 11
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Wealthpool Advisers Pty Ltd

Suite 24, Level 11, 809 Pacific Highway
Chatswood, NSW 2067

Licensed by

Wealthpool Advisers Pty Ltd

AFSL 517593