Kirsten Scally
Financial Adviser
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About
Kirsten Scally is an ASIC-registered financial adviser based in Subiaco, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Kirsten holds a Bachelor of Commerce from Murdoch University (1995), a Diploma of Financial Services (Financial Planning) from Kaplan Professional (2008), and an Advanced Diploma of Financial Services (Financial Planning) also from Kaplan Professional (2012). Kirsten also completed Ethics and Professionalism in Financial Advice through Kaplan (2019). Authorised to provide advice on a broad range of financial products, Kirsten specialises in helping clients with superannuation, insurance, and wealth management strategies. She also provides expert guidance on retirement planning and various investment options. Key services include: • Superannuation advice • Insurance solutions (including Life Risk and Investment Life Insurance) • Wealth management • Retirement planning • Investment advice (including Securities, Retirement Savings Accounts, and Government Debt Securities) Ready to take control of your financial future? Contact Kirsten today for a consultation and personalised financial plan.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Kirsten Scally offer?
Kirsten Scally provides advice on a range of financial products including superannuation, insurance, wealth management, retirement planning, and investments. She can assist with strategies tailored to your individual needs.
What are Kirsten Scally's qualifications?
Kirsten Scally holds a Bachelor of Commerce, a Diploma of Financial Services (Financial Planning), and an Advanced Diploma of Financial Services (Financial Planning). She also completed Ethics and Professionalism in Financial Advice training.
How does the financial planning process work with Kirsten?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Kirsten will then develop a personalised financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews are conducted to ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Kirsten Scally?
During your first meeting, Kirsten will focus on getting to know you and your financial circumstances. You can expect to discuss your financial goals, current assets and liabilities, income, and any specific concerns you may have. This meeting is an opportunity for you to ask questions and determine if Kirsten is the right fit for your needs.
Can Kirsten Scally help me with my retirement planning?
Yes, Kirsten specialises in retirement planning and can provide comprehensive advice on superannuation, investment strategies, and income streams to help you achieve a comfortable and secure retirement.
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