Kirby is a highly skilled financial planner with a specialisation in personal insurance protection. With over 15 years of experience in the field, Kirby has developed a deep understanding of the importance of safeguarding her clients’ financial well-being through comprehensive insurance strategies.
Kirby holds a Bachelor of Commerce degree, majoring in Financial Planning and Accounting, which has provided her with a solid foundation in understanding financial principles and strategies. She leverages her academic background and extensive experience to deliver tailored solutions that align with her clients’ unique needs and goals.
Kirby’s focus and expertise lie in personal insurance protection. She recognises the critical role insurance plays in safeguarding her clients’ financial security against unforeseen events such as disability, critical illness, or premature death. By conducting thorough risk assessments and leveraging her in-depth knowledge of insurance products, Kirby helps her clients secure the most suitable coverage to protect themselves and their loved ones.
Kirby is dedicated to providing the highest level of service to her clients. She believes in taking the time to understand each client’s specific circumstances, goals, and risk tolerance. By developing a deep understanding of her clients’ needs, Kirby can tailor insurance solutions that meet their unique requirements, ensuring they have the best product, knowledge, and service.
Throughout her career, Kirby has demonstrated strong leadership and organisational skills. She has managed the day-to-day operations of her office, overseeing tasks such as claims processing, para planning, and client management. Her ability to efficiently handle multiple responsibilities allows her to provide a seamless experience to her clients, ensuring their needs are met with the utmost professionalism and attention to detail.
Having lived in Torquay her entire life, Kirby possesses a deep understanding of the local community and its unique financial dynamics. She has developed strong connections within the area, allowing her to provide clients with insights and recommendations that are specifically tailored to their local context.
Kirby stays up-to-date with industry developments, market trends, and regulatory changes to provide her clients with the most relevant and effective advice. She regularly engages in professional development activities, such as attending seminars and workshops, to enhance her skills and knowledge, ensuring she delivers top-notch service to her clients.
Kirby is currently employed by Regional Insurance Solutions, our life insurance affiliate company, part of the Surfcoast Financial Group.