Kristy Rowse, CFP®

Name Kristy Rowse CFP®
Company MB Wealth Management Pty Ltd
Address 61 Victoria St
Warragul, VIC 3820
Phone 0400750564

Kristy Rowse Principal Financial Adviser
Kristy started her career in finance in 1997 starting in the
National Australia Bank where she worked in Home Loan
Lending and as a Branch Manager. Kristy soon realised that
her true passion was in helping people with professional
financial advice and after completing her studies she
started as a Financial Adviser in 2003. Kristy has also been a
Certified Financial Planner since 2005 and a Member of the
Financial Planning Association since 2003.
Kristy is dedicated and cares deeply about her clients and
their wellbeing and has excellent technical knowledge
which enables her to provide her clients with the best and
most appropriate advice. With over 25 years’ experience
she has seen how providing quality advice and service can
make a great difference to the financial wealth and
happiness of her clients.
Kristy aims to provide a positive customer experience by
exploring your current situation and assisting you in
discovering what is important to you. She will help to
articulate your short, medium and long‐term goals and
will explain strategies in an easy‐to‐understand way.
Kristy specializes in retirement planning, superannuation
and social security, but is not limited to this space and
enjoys helping as many people as she can to make informed
choices regarding all aspects of their financial future.
Kristy was born and bred in Warragul in Gippsland and has
a strong sense of community. She currently is on the
finance committee at Lardner and District Primary School.
She is also involved in local Basketball where she coaches a
local team. Kristy lives in Warragul with her husband Brett, and they have 3 teenage sons. In her spare time Kristy enjoys
spending time with family and friends camping, motorbike
riding and kayaking

< Prev Page