Kim is a maths, stats, and numbers nerd who loves making complex stuff easy to understand. After nearly 30 years in financial services, she knows complicated does not have to be confusing.
She believes that being a technical genius is not enough for sustained success. It’s about mastering how to catch and keep valuable clients and become an indispensable player in their lives.
Whether she’s delivering inspiring keynotes, running group workshops, or coaching ambitious advisers, her focus is on helping professionals communicate the value of advice.
Nail this and they can earn more money, make a bigger impact, and grow a business that makes them proud.
Kim spent the first part of her career (almost 20 years) in the corporate world across stockbroking, relationship management, financial advising, training and consulting.
In 2010 she jumped ship and became a business owner, running multiple financial services businesses.
Her formal credentials include a Bachelor of Economics, a Graduate Diploma in Applied Finance and Investment, and an Advanced Diploma in Financial Planning.