Kim

Client Services Officer

Kim brings extensive experience in Australian financial planning administration, managing advice workflows across superannuation, insurance, investments and documentation.

As a valued member of the Approved Financial Planners team, Kim makes sure every piece of client work is handled with care, accuracy and attention to detail. Warm and approachable, she is dedicated to making sure every client has a responsive and positive experience.

Outside of work, Kim enjoys a balanced lifestyle centred on her family and close friends, and loves trying out new recipes at home.