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Kristie Tozer

Practice Manager

Kristie started in the financial planning industry in 2001 after a short stint as a mine surveyor. Realising that the financial planning was more to her liking, Kristie progressively moved through various roles within the industry and completed her Diploma of Financial Services (Financial Planning) in 2007. Shortly after that Kristie worked as a financial planner at both Westpac and BankWest.

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Starting with Aspire2 in 2017 as Practice Manager, Kristie has shown herself to be a true asset to the team. Utilising her broad experience and passion for the industry, Kristie brings a unique perspective to our business as she expertly handles the day-to-day operations, keeping the firm running effectively and efficiently. One of the highlights of her role is planning and attending the annual ‘Client Christmas Party’ where she enjoys engaging with our long-term, local clients.

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Kristie understands the importance of a balanced life and as a parent of two, she values spending time with her family and participating in her favourite pastimes, like playing netball and reading books. She is actively involved in various netball clubs, both as a committee member and coach/player. Kristie believes that keeping active and social is the key to a long and happy life.

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Aspire2 Wealth Advisers Pty Ltd.

Level 2,33 Richardson Street
West Perth WA 6005

(08) 9322 7029

aspire2@a2w.com.au

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Aspire2 Wealth Advisers Pty Ltd ABN 42 125 897 903 is an authorised representative and credit representative of Charter Financial Planning Limited ABN 35 002 976 294, AFSL and Australian Credit Licence No. 234665.

 

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