Kristina Madden
Financial Planner - Ballarat
Kristina Madden is a Financial Planner in the Ballarat office of RSM Financial Services Australia.
She has worked in financial planning since 2010 and after gaining technical skills as a paraplanner, became a financial planner in 2017.
Kristina has specialised knowledge on the provision of compliant advice and documents to clients, assisting them in meeting their financial goals and objectives on an ongoing basis.
"I am passionate about providing tailored solutions to clients, particularly in the form of strategic advice to either reach or boost their goals".
Kristina is passionate about providing tailored advice to meet clients’ specific personal goals and objectives. She finds preparing pre-retirement and retirement financial modelling for clients to be highly rewarding as it brings together our recommended advice and the clients goals to create a financial roadmap for their future.
Outside of work, Kristina likes to get the most out of every morning with her 4am starts that include going to the gym, walking the dogs and the occasional supermarket shop before starting work.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282
SOLUTIONS KRISTINA MADDEN PROVIDES
Kristina provides expert knowledge in the following areas:
- Wealth accumulation
- Retirement planning
- Investment portfolio management
- Direct share trading
- Superannuation and pension strategies
- Portfolio reviews
- Financial modelling
- Aged care modelling
- Personal risk protection as well as Business risk protection
- Determination of Centrelink eligibility
- Financial health reviews
QUALIFICATIONS
- Advanced Diploma in Financial Services (ADFS)
- Graduate Diploma of Financial Planning
How to stay insured when financial hardship strikes
Kristina Madden, Financial Adviser at RSM Australia explores the various options available from insurance providers to ensure you stay covered when cash flow is tight and paying your premiums becomes challenging.