Kristie-Lee Davies

Financial Adviser, Financial Advisor, Wealth Management, Investment Management, Mortgage Broker, Doctors Insurance, Personal Insurance

CLIENT SERVICE MANAGER

As Client Service Manager to Principal Adviser Brett Walker and Financial Adviser Hugh Wright, Kristie-Lee takes pride in her client relationships. Kristie-Lee has a well-developed understanding of client values and priorities and provides a high level of service to meet individualised needs.

Kristie-Lee brings energy to the team, has a high attention to detail and takes pride in her ability to support the provision of high quality service to clients. She thrives on delivering the highest level of client service and excellence everyday.

 
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Cathy Langdon