HUB FINANCIAL - Key Persons
Job Titles:
- Financial Adviser
- Managing Director
Chris holds a Masters of Financial Planning, a Fellow Chartered Financial Practitioner (FChFP) designation, specialist qualifications and expertise in SMSF and Aged Care advice. Chris was recently awarded the Affinia Rising Star Award for his commitment to professionalism, education and compliance. Chris' strength lies in helping his clients to articulate and realise their financial objectives. His focus is designing retirement planning strategies, investment planning, aged care advice and risk management strategies. Chris has been assisting clients to identify and achieve their financial goals since 2010.
Jacinta holds a Masters of Financial Planning and has completed specialist training in Self Managed Superannuation (SMSF). Jacinta is a skilled financial advice professional providing strategic financial recommendations to clients in the areas of superannuation, investments, retirement planning and wealth protection advice. Jacinta assists clients develop and review their retirement planning strategies. Jacinta's commitment to ongoing education and professional development ensures clients are kept up to date with the best strategies for their circumstances.
Kristy provides high quality statement of advice documents to support our advisers in our advice process. Kristy's skills and experience enable her to identify key strategies in assisting clients and advisers with an optimal and personalised strategic financial plan. Kristy has been in the financial services industry for over 20 years. Kristy's experience and expertise are essential to quality and compliant financial advice.
Linda provides professional assistance to all client of the Hub family as well as supporting the financial advisers within the practice. Linda assists clients with general enquiries, meeting requests, implementation of advice and assisting with all back office procedures.
Linda is able to assist with all client queries regarding their plans and the daily operations of the client's insurance policies and investments accounts. Linda has been involved with financial services for over 20 years.
Monica is an integral part of the HUB Financial team, providing an exceptional administrative service to our clients and support to our advisers by assisting with producing and implementing their advice recommendations, as well as managing all back office procedures.
Monica also manages client queries regarding their plans and the daily operations of the client's insurance policies and investments accounts. Monica has been in the Financial Services industry for over 10 years.